From classic buy and hold investing to tax liens. Plus: What I look for in investment properties and how I personally analyze them.
9 crucial personal finance lessons your kids must learn to succeed. The financial learning curve is long, so start when they’re young & make it consistent.
17 critical questions to discuss with your partner about money and finances….it’s perhaps the best investment you can make in each other and in your relationship.
Deep dive on robo advisors: what are they, pros and cons / advantages and downsides, how much do robo advisors cost, key differences between robo vs. human advisors, and the ultimate question: should you use a robo advisor?
Tips and strategies from an industry recognized CFP on how to optimize your retirement accounts and avoid common mistakes. Plus, benefits for joining the AARP even if you’re a millennial.
A strategy for getting the triple tax advantage: tax-free contributions, tax-free growth, tax-free withdrawals.
A comprehensive framework for understanding how 401ks work and how to use them strategically.
A simple but comprehensive framework / checklist for making sure you are creating and protecting wealth as strategically and effectively as possible.
“It’s amazing how much an actual interpersonal interaction matters.” – Amrit Dhir, Google Partner Development Manager
“Part of job satisfaction is knowing that you’re doing a really good job.” – Adarsh Pandit, thoughtbot