NewRetirement (Boldin) Review: An Excellent Retirement Tool

As of September 3, 2024, NewRetirement has been rebranded as Boldin, to appeal to a wider and younger audience. Boldin’s retirement planning software is for DIY investors and retirement planners, and is also being sold to corporations as an employee benefit. So in this NewRetirement, Boldin review, I will refer to the company as Boldin […]

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Streitwise Review 2021: A Secondary Market Real Estate Platform

One of my goals in thew new decade is to learn about as many passive real estate investment opportunities available. I have over $500,000 of capital that should be returned over the next two years. The capital will be reinvested in various real estate opportunities to sustain and grow my passive income portfolio. This article

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Surviving Off A $400K Income Biden Deems Rich Enough For Higher Taxes

President Biden stated he will raise taxes on individuals making over $400K and married couples making over $450K to pay for his $1.8 trillion American Families Plan. Once you make more than $400K/$450K a year, President Biden wants to raise the marginal income tax rate from 37% to 39.6%. This is the return to the

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The Best Time To Retire May Be Under A Democratic President Like Biden

The best time to retire may be under a Democratic President. Democratic Presidents tend to create larger social and financial safety nets paid for by higher taxes. For those who are close to retirement or constantly thinking about retirement, this post is dedicated to you. In general, I’ve tried not to rely on the government

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How The Rich Get Richer: Strategies For Competing In A Rigged Game

Let’s look at how the rich get richer. When they have the most amount of assets during a bull market, they will make a larger absolute amount. Over time, they will pull away from the masses who don’t have as much investments, and exacerbate the wealth inequality we see in this world. As a result,

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Three White Tenants, One Asian Landlord: A Story About Opportunity

All any of us want is an opportunity to try and succeed. We don’t want handouts. Being a diversity hire to most of us is considered insulting. We just want the opportunity to try. Unfortunately, opportunities don’t come evenly. Here’s a story about opportunity, or lack thereof for this Asian landlord. I realized the other

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Different Investment Strategies For Different Life Stages

A number of people have asked me to share some different investment strategies for different life stages. For background, I’ve been investing since 1996, worked in equities at two major investment banks for 13 years, started the modern-day FIRE movement in 2009 with the launch of Financial Tips, and manage a multiple eight-figure investment portfolio.

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How To Convince Your Spouse To Work Longer So You Can Retire Earlier

Want to retire earlier? Don’t want to both retire early and live the dream life? Then learn how to convince your spouse or partner to work longer! This way, you can kick back and live the early retirement dream lifestyle! One can either work hard for their wealth, inherit their wealth, or marry into wealth.

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