Retirement
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Business
Owner-Occupancy Mortgage Fraud: Benefits, Risks, and Legal Workarounds
Embattled Federal Reserve Governor Lisa Cook is facing accusations of mortgage fraud—specifically, owner-occupancy mortgage fraud. The claim is that she…
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Business
The Most Common Tax Planning Mistakes For High Earners
If my recent posts on the mistake of chasing value stocks or the need to invest big money to make…
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Business
How To Eliminate That Intense Financial FOMO You
Back in 2012, I thought I had finally conquered financial FOMO after walking away from my well-paying finance job. But…
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Business
When Investing Is More Alluring Than Spending, Fight Back Hard!
In my post, “How You’ll Feel Achieving Various Millionaire Milestones,” a commenter named Joseph shared these thoughts: “I’m fascinated by someone worth…
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Business
Stop Investing In Value Stocks Over Growth If You Want To FIRE
Since writing about FIRE in 2009, I’ve favored investing in growth stocks over value stocks. As someone who wanted to…
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Business
The Need For Investing Big Money To Make Life-Changing Money
This type of post only surfaces during a bull market, when greed tug at us the hardest, making satisfaction elusive.…
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Business
Earning Passive Income Requires Optimization And Sacrifice
After a week of reviewing the tax-free exclusion rule for selling a rental property, I decided not to sell. I’d…
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Business
The Futility Of Chasing A Hot IPO And What To Do Instead
When I worked in Equities at Goldman Sachs and Credit Suisse, we would occasionally bring a hot IPO deal to…
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Business
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 $500,000 in capital gains, tax-free, thanks to the…
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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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