After a week of reviewing the tax-free exclusion rule for selling a rental property, I decided not to sell. I’d already used…
Category:
MONEY
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On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive…
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When I worked at Goldman Sachs and Credit Suisse, we would occasionally bring a hot IPO deal to market. During the company…
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In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the IRS Section…
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Since starting Financial Samurai in 2009, I’ve encouraged folks to keep an open mind and embrace as many different perspectives as possible.…
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As soon as both my children were born in 2017 and 2019, I superfunded their 529 plans equal to the five-year gift…
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When I lived overseas, one of the most celebrated aspects of my international schools was cultural diversity. At the International School of…
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After remodeling a fixer I bought in 2019 between 2019–2022, I swore I would never take on another remodeling project again. I…
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One of the main reasons I refused to spend a small fortune renting a vacation property in Honolulu was because I wanted…
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Imagine spending your life building wealth, investing in real estate, stocks, or your business, with the hope of leaving a legacy for…