Personal Finance 2/3

Turning Age 50: 10 Factors to Consider (part 1)

Nate Carter

4 min read

Turning Age 50: 10 Factors to Consider (part 1)

As you reach age 50 it is time to get serious about your eventual transition to retirement or semi-retirement. Consider these ten factors...

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Reverse Mortgage: A Path to Tax Free Retirement Income

Nate Carter

4 min read

Reverse Mortgage: A Path to Tax Free Retirement Income

Reverse Mortgage Explained A reverse mortgage (also known as a home equity conversion mortgage or HECM) is a loan available to people who...

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Case Study 2: Retiring at Age 50 with College Aged Kids

Nate Carter

5 min read

Case Study 2: Retiring at Age 50 with College Aged Kids

There are many ways to achieve financial freedom. The key is finding a mix of investments that provide enough retirement income to...

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Ready to Retire? Don't Focus on Portfolio Size

Nate Carter

4 min read

Ready to Retire? Don't Focus on Portfolio Size

Is $2 Million Enough to Retire? We have all seen the articles questioning if a certain sized portfolio is enough to retire. Whether it is...

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Set a Goal to Earn $2,400 in Passive Income

Nate Carter

4 min read

Set a Goal to Earn $2,400 in Passive Income

Creating a diverse stream of passive income puts you on the path to financial independence and retiring early. A great way to start is...

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Real Estate: Comparing Today's Market to the 2007-08 Crash

Nate Carter

5 min read

Real Estate: Comparing Today's Market to the 2007-08 Crash

Investing works in cycles where asset values rise in bull markets and decline in bear markets; these dynamic periods can lead to massive...

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Ready to Retire? Answer These Eight Questions

Nate Carter

3 min read

Ready to Retire? Answer These Eight Questions

The key to a successful retirement is proper planning. There will always be some bumps along the way, but the right plan will help avoid...

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Nate Carter

7 min read

Biden's Plan: 2021 Brings New Taxes

As we enter the Biden Presidency in 2021 investors should be prepared for new taxes. The details will be negotiated in Congress, but...

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Three Big Steps Towards Financial Freedom

Nate Carter

6 min read

Three Big Steps Towards Financial Freedom

No one hands you the keys to financial freedom, but you can earn it by taking small disciplined steps each day. Over time these small...

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Case Study 1: Achieving Financial Independence

Nate Carter

7 min read

Case Study 1: Achieving Financial Independence

sustainable income streams which will allow you to quit your day job.

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Nate Carter

4 min read

5 Major Money Mistakes by New Hires

So you just landed your first job! Well done. A steady paycheck means no longer surviving on Ramen noodles and finally having some money...

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Nate Carter

4 min read

Roth 401k vs. 401k Which is Better?

A 401(k) or a Roth 401(k) which is better for your retirement goals. Some key factors to consider.

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Nate Carter

5 min read

Tyrannosaurus Debt Chomps Our Future

The venerable Schoolhouse Rock released the Tyrannosaurus Debt video in 1996 warning young Americans about Congress’ profligate spending...

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Just Retired and Stocks Fell 25%: What to Do Now

Nate Carter

5 min read

Just Retired and Stocks Fell 25%: What to Do Now

The stock market is seeing tremendous volatility and nearly a 25% decline in value in recent weeks due to the economic uncertainty caused...

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Investing in Start-Ups: Six Factors to Know

Nate Carter

4 min read

Investing in Start-Ups: Six Factors to Know

Investing in startups may sound exciting, but it is often far less lucrative than it sounds. Consider these six factors before invest.

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Nate Carter

4 min read

All About IRAs (Roth and Traditional)

Everything you need to know about Traditional and Roth IRAs to fund your retirement.

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Six Signs of an Asset or Real Estate Bubble

Nate Carter

5 min read

Six Signs of an Asset or Real Estate Bubble

The 2007-08 real estate crash should not have caught so many people by surprise. There were numerous warning signs and red flags for the...

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Access Your 401(k) Money Before Age 59.5

Nate Carter

4 min read

Access Your 401(k) Money Before Age 59.5

Six clever options for accessing your 401(k) Money before you are age 59.5.

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Five Steps to a Financial Freedom Budget

Nate Carter

4 min read

Five Steps to a Financial Freedom Budget

To obtain financial freedom you need to understand your budgets. Learn to track spending and live below your means to accelerate your

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Nate Carter

4 min read

Six Lessons on Real Estate Negotiations

Having a clear strategy when buying real estate can give you the winning edge. When I was in law school studying contracts the professor...

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