Retirement
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Finance
Venture Capital Investment Terms To Know: MOIC, TVPI, & More
If you’re thinking about investing in venture capital or any private fund, you need to understand these five key terms:…
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Finance
FIRE May Make Building Multi-Generational Wealth Impossible
If you want to FIRE, one of my regrets was pulling the ripcord too early at age 34 in 2012.…
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Finance
Treasury Bonds Can Appreciate In Value Too – Don
During a bull market, most investors get excited about chasing risk. Despite sky-high valuations, there’s a tendency to double down…
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Finance
Not Regularly Checking Your Net Worth Has Some Great Benefits
I haven’t checked my net worth for four and a half months until recently. That wasn’t on purpose, because normally,…
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Finance
The Sad Need For Investing Big Money To Make Life-Changing Money
This type of post only surfaces during a bull market, when greed tug at us the hardest, making satisfaction elusive.…
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Finance
Earning Passive Income Requires Optimization And Sacrifice – Goodbye, Hot Tub Parties!
After a week of reviewing the tax-free exclusion rule for selling a rental property, I decided not to sell. I’d…
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Finance
The Futility Of Chasing A Hot IPO And What To Do Instead
When I worked in Equities at Goldman Sachs and Credit Suisse, we would occasionally bring a hot IPO deal to…
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Finance
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital gains, tax-free, thanks to the…
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Finance
The Shocking Power Of Getting A Different Perspective
Since starting Financial Samurai in 2009, I’ve encouraged folks to keep an open mind and embrace as many different perspectives…
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Finance
You Should Love The 529 Plan More After OBBBA Passed
As soon as both my children were born in 2017 and 2019, I superfunded their 529 plans equal to the…
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