You Will Never Truly Be Free Unless Your Loved Ones Are Also Free

One of the sad realizations I’ve had post-vaccination is that my life won’t really change. Although my family has financial freedom and no bosses to report to, I’m not sure …

Are You A Real Millionaire? $3 Million Is The New $1 Million

Although being a millionaire sounds nice, it’s not that impressive anymore thanks to inflation. In order to be a real millionaire, you will need to have a net worth of …

Your X-Factor Is Key To Being Rich, Happy, And Free

If you want to be rich, happy, and free, you must cultivate your X-Factor. Your X-Factor can be building something on the side that makes money beyond your day job. …

When To Take Social Security? Make So Much It Doesn’t Really Matter

Are you wondering when to take Social Security? The answer is a little more complicated than it seems. Officially, you can start your retirement benefit at any point from age …

Yieldstreet Overview And The Broader Alternative Investing Landscape

Back in 2019, I spoke to representatives at Yieldstreet at the LendIt conference in San Francisco to learn more about their platform. Ah, I miss those in-person conferences. What intrigued …

Why The Stepped-Up Basis Must Be Preserved For Our Children

The stepped-up basis for our children is under fire. The Biden administration wants to either abolish the stepped-up basis altogether or alter it to generate more tax dollars. The stepped-up …