Search Results for: early retirement

Gay Marriage Rights, Financial Benefits, And Tax Penalties

Here are Justice Anthony Kennedy’s words after the Supreme Court voted on June 26, 2015 that same sex couples have a constitutional right to wed. Justice Kennedy was the swing vote. No union is more profound than marriage, for it embodies the highest ideals of love, fidelity, devotion, sacrifice, and family. In forming a marital […]

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Can Financial Samurai Be The Next Billion Dollar Company?

Do you know what’s fun and free? Dreaming BIG! A while ago, I thought: Can Financial Samurai be the next billion dollar financial technology company? After all, all my writing is from firsthand experience. Further, you are seeing a lot of personal finance sites grow with a bunch of inexperienced freelances. As kids, we use to

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Investing Insights From Former SEC Chairman Arthur Levitt

Reddit recently hosted an Ask Me Anything (AMA) session with Hardeep Walia, Founder and CEO of Motif Investing, and former SEC Chairman (1993-2001) and Motif Investing Board Member, Arthur Levitt. There were some pretty interesting exchanges that I thought were worth highlighting for anybody who uses Motif Investing and who is interested in investing as a whole.

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The Best Of Financial Samurai eBook: Invest In Your Future And Give Back!

Note: All proceeds after expenses goes to a charity focused on keeping kids off the streets and in the classrooms. Thanks for your support! After six years of writing over 1,000 personal finance articles, I’ve compiled 35 of the best Financial Samurai articles into one eBook to help you achieve financial independence sooner, rather than

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Become An Accredited Investor: Private Companies No Longer Want To IPO

Try to be an accredited investor. Once you are, you can invest more easily in private companies. Do you know what the market capitalization was of Microsoft when they went public on March 13, 1986? A mere $500 million (~$1 billion in today’s dollars). If you had bought just 100 shares of Microsoft at the $21 offering

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FutureAdvisor Review: An Interview With Bo Lu, CEO On The Digital Wealth Management Industry

Update 6/15/202: I’m assuming Bo got his earn out and is a very rich man now since I published this post on 3/18/2015. I’m pleased to share an interview I did with Bo Lu, the CEO of FutureAdvisor. FutureAdvisor is an algorithmic money manager with sophisticated tools to help clients manage their money. Over 300,000

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