Ever wonder how multi-millionaires and billionaires avoid paying estate taxes when they die? After all, the current estate tax exemption threshold is only $11.58 million per person in 2020 and every dollar passed down after that is taxed at a 40% rate. The secret to how America’s wealthiest households create dynasties and pay less estate
How Do Millionaires And Billionaires Avoid Estate Taxes? Read More »
Personal Capital is one of the leading robo-advisors today with free financial tools for everyone to use. They compare very favorably to other robo-advisors due to their hybrid human + digital solution. What’s been unique about Personal Capital since they first began in 2009 is that they always deployed algorithmic advice plus human advice to help
How Does Personal Capital Compare To Other Robo-Advisors? Read More »
As a real estate investor, you should always have a real estate goal to shoot for. The clearer your goals, the more likely you are to achieve them. Goals will help you stay on target to build your real estate empire. As a real estate investor with kids, you’ve got more financial responsibility. What are
A Real Estate Goal Every Investor With Kids Should Consider: Buy One Property Per Child Read More »
If you want to outperform the stock market, all you’ve got to is buy an S&P 500 index fund after your overall portfolio is up a marginal 0.1%. This way, you’ll outperform the stock market for the year by at least 0.1%. With your picture in Morningstar winning Fund Manager of The Year, you will
How To Outperform The Stock Markets And Make Ladies Love You Read More »
Tax season is here! Most Americans will receive a tax refund. But unlike most Americans, you aren’t going to spend it on something you don’t need. Instead, you’re going to put it to good use, such as saving for your future. and if you’re expecting a refund, it’s essential that you put that money to
CIT Bank Savings Connect: A Great Option For Your Tax Refund Read More »
This post will provide some suggested net worth growth target rates by age. It’s good to have net worth growth targets to help ensure you will retire comfortably. After all, everything is relative in finance. If you’ve got a net worth target of $1 million at age 30, but most people at age 30 have
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Stay at home parenting is one of the hardest and most rewarding things one can do. During a pandemic, taking care of a child and working is even more difficult. This article will share a day in the life of two stay at home parents who also work on a side business. The purpose of
A Day In The Life Of Two Stay At Home Parents Who Also Work Read More »
One of the main questions that has come out of my 529 savings guide by age post is whether to contribute to a Roth IRA or a 529 plan to pay for college. This is a great question I did not think about because contributing to a Roth IRA is not something I have ever
Roth IRA Or 529 Plan To Pay For College: Comparing The Pros And Cons Read More »
Being a full-time parent is hard. It’s way harder than any day job I’ve ever had. And I worked in the high-pressure world of investment banking fo 13 years where 60-70-hour weeks were common. After being a stay at home father since early 2017, I long to take a vacation from parenthood by going back
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Not all commercial real estate is being negatively affected by the coronavirus. Some commercial real estate is seeing tremendous demand. This post provides a great overview of how commercial real estate is affected by the coronavirus pandemic. We’ve discussed how single family home prices are holding up during the pandemic. The reasons why include: low
How Commercial Real Estate Is Affected By The Coronavirus Pandemic Read More »
