In October 2023, we upgraded to a larger finished home we didn't need. Three years later, I want to share whether it was worth it, so you can make a better decision if you're tempted to do the same.

Let’s look at what percentage of income do people donate to charity. The percentage of income donated is in the low single digits across all income levels. Being able to give your time and money away ...

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 ...

Robo advisors make money by charging fees based on your assets managed. The fees are much lower than traditional wealth advisors. But there are fees all the same. Let’s take a look at the latest robe ...

If you want to lose weight and gain muscle, join a dad bod or a mom bod challenge. The social pressure to hit your goals will be immense. And if you put a financial penalty for not meeting your goals ...

If you wait too long to start spending your money, you will have wasted many years of unnecessary work, stress, and worry. You'll have traded your best decades for a number on a screen that eventually ...

Funding a loan is like the wedding. Everybody shows up, the documents get signed, and there’s a sense of accomplishment. Servicing the loan is the marriage. It goes on for years, nobody throws you a ...

One adjustment I'm making to my net worth asset allocation is reducing exposure to closed-end venture capital funds while increasing allocation to open-ended venture capital funds. Closed-end venture ...

Real estate is one of the best asset classes to build long term wealth. Unlike stocks, real estate just doesn’t go *poof* in one violent downturn. Finding a great real estate syndication deal takes ...

If you don’t believe the world will grant your children a fair chance to succeed, you may want to take matters into your own hands as parents. One way is to set them up for financial ...

Have you ever wondered how Alexandria Ocasio-Cortez (AOC) could be a socialist when she went to Boston University, one of the most expensive private universities in the world? It doesn’t seem ...

After stretching for the nicest house I could barely afford in 2023, I ended up living paycheck to paycheck for six months. It was stressful enough that I picked up a part-time consulting gig to shore ...