MONEY

MONEY

Capitalizing On The Return To Office: Big City Real Estate Insights

Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While understanding the national housing price forecast for 2025 provides valuable.

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MONEY

Boldin Financial Planner Review: Financial Freedom Made Easier

I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement).

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MONEY

How One Lucky Financial Break Can Change Everything For Good

I firmly believe that above-average wealth is largely a result of luck – around 60% – 70%. If we fail to recognize our lucky financial breaks, we risk confusing our.

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MONEY

Key Factors To Consider Before Changing Health Insurance Plans

Health insurance is one of the most complex and aggravating topics for both consumers and providers in the US. Speak with anyone based outside the US and they all will.

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MONEY

The 4% Rule: Clearing Up Misconceptions With Bill Bengen

I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been a reader of Financial Samurai for many years and has.

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MONEY

2025 401(k) Contribution Limits: Bigger Savings, Better Retirement

The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution limit also rises to $46,500, bringing the combined employee and.

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MONEY

2025 Tax Brackets: New Ideal Incomes for Workers and Retirees

The IRS has announced new income limits for its seven tax brackets for 2025, with income thresholds increased by about 2.7% to adjust for inflation. This follows a 5.4% increase.

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MONEY

How Speaking To A Financial Professional Saved Me From Myself

Empower is offering free financial consultations until October 31, 2024, for anyone with over $250,000 in investable assets. I wanted to share my experience speaking with them and how I.

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MONEY

Reflecting On A Year After Purchasing A House I Didn’t Need

October 2024 marks one year since I purchased the most expensive house I could afford. Leading up to the purchase, I wrestled with uncertainty about whether buying such a home.

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MONEY

Family Ski Vacations: The Cost Could Break The Bank!

In 2007, I had a dream of taking my future family on a ski vacation. I was an avid snowboarder and my wife enjoyed the tranquility of Lake Tahoe. After.

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