Image source: shutterstock.com If you’re a dual-income, no-kids couple, you’ve probably scrolled past at least one story of someone who “retired” at 35, thanks to the FIRE movement. Maybe part…
wealth
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Despite finally having the permission to live it up in retirement, I still find it hard to spend money on things I don’t truly need. A big part of building…
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Home-price growth continues to slow in the 20 biggest metro areas in the U.S., as the housing market buckles under the weight of high mortgage rates and high home prices.
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Real Estate
California Billionaires Could Get Hit With 5% Wealth Tax—Here’s How It Will Affect the Housing Market
California’s billionaires may be on the hook for a one-time 5% tax on their net worth to help the state fund health care for low-income residents after sweeping federal cuts…
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The generation gap is opening up a shift in wealth. Over the next two decades, $124 trillion will change hands from baby boomers to millennials, Gen Z, and even Gen…
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If you want to FIRE, one of my regrets was pulling the ripcord too early at age 34 in 2012. Even though I started writing about FIRE in 2009 with…
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From ‘affluenza’ to abundance: How to teach heirs to value their privilege — and your money
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Financial
The great wealth transfer requires more than a 20-year-old will and naming a few beneficiaries
There are numerous estimates predicting that the transfer of wealth from baby boomers to the next generations — mainly millennials or gen-Xers — will be in the range of $1…
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I first notice Saga Partners during the frantic investment period coming out of Covid-19 (man that was so far away now…) Sagar Partners is a Registered Investment Adviser (RIA) that…
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The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind…
