Tag: Retirement
The Futility Of Chasing A Hot IPO And What To Do Instead
When I worked in Equities at Goldman Sachs and Credit Suisse, we…
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…
The Shocking Power Of Getting A Different Perspective
Since starting Financial Samurai in 2009, I've encouraged folks to keep an…
The Healing Power of Returning to Your Childhood Home
One of the main reasons I refused to spend a small fortune…
What It Takes to Feel Wealthy Today Is Less Than Before
How much money do you need to feel financially comfortable or wealthy?…
The Richest People Are Not Index Fund Fanatics – Why Are You?
I love index funds and ETFs for their low-cost nature and simplicity…
The Step-Up In Cost Basis And Its Relation To The Estate Tax Threshold
Imagine spending your life building wealth, investing in real estate, stocks, or…
Low US Household Leverage Bodes Well For The Economy
One of the things that gives me great comfort about the health of the…
Millionaire Migrations: Where Millionaires Are Moving Globally
If you became a newly minted millionaire, where would you migrate to?…
Why I’ll Never Manage Money for Anyone for Free Again
About a year ago, a relative asked me to help manage her…