Retirement
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Business
The Shocking Power Of Getting A Different Perspective
Since starting Financial Samurai in 2009, I’ve encouraged folks to keep an open mind and embrace as many different perspectives…
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Business
You Should Love The 529 Plan More After OBBBA Passed
As soon as both my children were born in 2017 and 2019, I superfunded their 529 plans equal to the…
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Business
The Healing Power of Returning to Your Childhood Home
One of the main reasons I refused to spend a small fortune renting a vacation property in Honolulu was because…
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Business
What It Takes to Feel Wealthy Today Is Less Than Before
How much money do you need to feel financially comfortable or wealthy? The answer depends on where you live, your…
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Business
The Richest People Are Not Index Fund Fanatics – Why Are You?
I love index funds and ETFs for their low-cost nature and simplicity of ownership. However, if you want to build…
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Business
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 your business, with the hope of leaving a…
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Business
Low US Household Leverage Bodes Well For The Economy
One of the things that gives me great comfort about the health of the U.S. economy is our historically low household leverage.…
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Business
Millionaire Migrations: Where Millionaires Are Moving Globally
If you became a newly minted millionaire, where would you migrate to? Due to inertia, I bet most of you…
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Business
The Dumbbell Investing Strategy: Balancing Risk and Safety
Ever since I left my day job in 2012, I’ve used a form of the dumbbell investing strategy to grow…
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Business
Why I’ll Never Manage Money for Anyone for Free Again
About a year ago, a relative asked me to help manage her money. She had been paying a ~1% asset…
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