Year-End Tax Planning, Unclaimed Property, Hot Seat
Year-End Tax Planning 2023 is coming to a close and December 31st will be here before you know it. That means it’s a goo...
Secure 2.0 Act, Bold Move, Best Investment Writing of 2022
Secure 2.0 and the FI Community Sean Mullaney, the FI Tax Guy, just put out an article on the ‘Secure 2.0 and the FI Com...
Is Your Home Your 'Biggest Investment?'
Is Your Home Your 'Biggest Investment?' I purposely stirred up a hornet’s nest yesterday on Twitter (I’m posting there d...
Capital Gains Tax Brackets: Maximize Investments
Capital gains optimization can allow you to build a tax-efficient investment strategy. Since understanding capital gains...
Future Value of Investment Calculator
Use our Future Value of Investment Calculator to see how much money you’ll earn on your investments over time with compo...
What You Need To Know Before Buying Rental Property
One of the most popular ways to diversify your investments is by buying rental property. If you haven’t invested in real...
How Do You Know When To Sell A Rental Property?
Investing in real estate has been a winning strategy to build wealth for generations. The use of leverage when purchasin...
How Investment Fees Quietly Cost You Your Freedom
One of the greatest appeals for having a financial advisor is the comfort we feel in having an "expert" do our investing...
How To Create An Investment Policy Statement
As members of the FI community, our goals are all similar enough. In order to retire early, we need to have 25x our annu...
Are Solar Panels Worth the Investment? My One-Year Review
You’ve likely noticed that solar panels have been popping up on scores of homes and businesses in recent years. The risi...
Why This Homesteading Property Is Perfect For Us
I recently purchased a property that my wife and I plan to use to homestead. Here are the reasons why this property fit...