After three years of writing, rewriting, and refining, I’m thrilled to officially celebrate the launch of Millionaire Milestones: Simple Steps To Seven Figures! It became an instant USA Today national bestseller on May 14, debuting at #21 out of 150 on the list. This book has been a true labor of love, not just for […]
Behind The Scenes Of The Millionaire Milestones Book Read More »
There comes a moment when your child might look up and say, with wide-eyed innocence: At first, you may feel a surge of pride. Your hard work is being seen. You’ve become a role model. But almost as quickly, that pride can twist into something else: concern. Because if they truly knew what it was
When You Don’t Want Your Kids To Be Just Like You Read More »
If we’re not already in a recession, we may soon enter one due to aggressive trade policies that are fueling tremendous uncertainty. As companies and consumers pull back on spending, millions of jobs could be lost, trillions in stock market wealth may disappear, and inflation could persist—potentially ushering in a stagflationary environment. If you’ve been
What A Recession Is Like For Early Retirees: The Good And Bad Read More »
If you’re a personal finance enthusiast with kids, you’ve probably wondered: at what household income level will colleges stop offering scholarships and grants (i.e., free money) to help your child attend? What is that income cutoff? Given that the cost of college is already outrageous — and likely only getting worse — this is a
The Income Limit To Qualify For College Scholarships And Grants Read More »
Nobody enjoys a stock market downturn, especially those who rely more on returns to survive due to a lack of active income. But as parents, we can use these sell-offs as an opportunity to help turn our kids into future millionaires. Although I’m a perennial optimist, I believe our kids are kind of screwed. The
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In 1997, Gary Winnick founded Global Crossing, a company with the bold vision of laying undersea fiber-optic cables to build a global IP-based telecommunications network. It was a massive infrastructure play, designed to form the core transport layer for the internet, connecting data centers and network hubs worldwide. But as visionary as the plan was,
The Last Mile Is Where Success Is Made: Always Close The Loop Read More »
To celebrate the launch of my instant USA TODAY bestseller, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the release. For most millionaires, owning the nicest house they can afford is a top priority. Given that many of us
Income And Net Worth Required To Afford A $10 Million Home Read More »
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to reach the summit with enough oxygen (money) and energy (tax efficiency) to enjoy the view. For those aiming to retire early, funding retirement accounts in the right order
The Early Retiree’s Guide to Funding Retirement Accounts Read More »
Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise: Should I cut back? Should I buy the dip? What’s the appropriate allocation to stocks right now? While the answer depends on many variables—your risk tolerance, age, net worth, current asset allocation, and
How To Easily Determine The Right Amount Of Stock Exposure Read More »
After three years of writing and editing, I’m thrilled to finally share the release of my new USA TODAY bestseller, Millionaire Milestones: Simple Steps To Seven Figures! If you’ve enjoyed my writing on Financial Samurai over the past 16 years, you’re going to love this book. It is an instant USA TODAY national bestseller. With
New Book! Millionaire Milestones: Simple Steps To Seven Figures Read More »
