Tag: Retirement
The Sad Need For Investing Big Money To Make Life-Changing Money
This type of post only surfaces during a bull market, when greed…
Earning Passive Income Requires Optimization And Sacrifice
After a week of reviewing the tax-free exclusion rule for selling a…
The Futility Of Chasing A Hot IPO And What To Do Instead
When I worked in Equities at Goldman Sachs and Credit Suisse, we…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded…
The Shocking Power Of Getting A Different Perspective
Since starting Financial Samurai in 2009, I've encouraged folks to keep an…
You Should Love The 529 Plan More After OBBBA Passed
As soon as both my children were born in 2017 and 2019,…
The Healing Power of Returning to Your Childhood Home
One of the main reasons I refused to spend a small fortune…
What It Takes to Feel Wealthy Today Is Less Than Before
How much money do you need to feel financially comfortable or wealthy?…
The Richest People Are Not Index Fund Fanatics – Why Are You?
I love index funds and ETFs for their low-cost nature and simplicity…
The Step-Up In Cost Basis And Its Relation To The Estate Tax Threshold
Imagine spending your life building wealth, investing in real estate, stocks, or…