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Recent Articles
June 28, 2025 | By
Joel O'Leary
5 Ways I Practice Stealth Wealth (While Still Living Large)
Living rich doesn't have to look rich. Here are five real-life stealth wealth strategies that help me grow money while still enjoying life.
June 24, 2025 | By
Jake FitzGerald
If You're in Your 40s With Less Than $150K Saved, Read This Now
Many 40-somethings haven't saved enough for retirement, but it's not too late to catch up. Here's what to do if you've got less than $150K saved.
June 17, 2025 | By
Jake FitzGerald
4 Smart Estate Planning Strategies the Ultra-Rich Swear By
Estate planning isn't just for the rich -- use these smart strategies to protect your assets, cut taxes, and ease the burden on your family.
June 15, 2025 | By
Joel O'Leary
Here's What a $1 Million Retirement Actually Looks Like
A $1 million retirement can be built in many ways -- with 401(k)s, IRAs, savings, and even real estate -- giving you flexibility and income for decades.
June 12, 2025 | By
Jake FitzGerald
Just Inherited a Fortune? Here's How the 1% Handle It
Inheriting a large sum? Here's how wealthy families protect, manage, and grow their windfalls – and how you can follow their lead.
June 12, 2025 | By
Jake FitzGerald
Don't Let the Courts Touch Your Estate -- Use This Legal Loophole Instead
Want to keep your money out of probate court? A revocable living trust lets you stay in control, skip delays, and protect your privacy -- here's how it works.
June 11, 2025 | By
Joel O'Leary
This Simple Move Could Add $1 Million to Your Retirement Fund
Just a couple hundred bucks a month, automatically invested, can quietly grow into over $1 million by retirement. Here's how.
June 11, 2025 | By
Jake FitzGerald
How to Give Millions of Dollars Tax-Free in 2025 -- Before the Window Closes
Wealthy families are coming to the end of a rare opportunity to move millions out of their estate -- without owing a dime in federal taxes. Find out the details.
June 10, 2025 | By
Jake FitzGerald
The $13 Million Gifting Loophole Wealthy Families Are Racing to Use Before It Disappears
Wealthy families have a rare chance in 2025 to gift up to $13.61 million tax-free -- before the estate tax exemption is slashed in half. Here's how to act now.
June 9, 2025 | By
Jake FitzGerald
This Overlooked Asset Could Be the Most Valuable Part of Your Inheritance
The most valuable part of your inheritance might not be money, but the plan behind it. Here's how wealthy families can pass down clarity, not confusion.
June 8, 2025 | By
Joel O'Leary
Retire a Millionaire: The $1 Million Plan That Starts With Just One Change
Here's how my wife and I became millionaires starting with one simple paycheck habit, and letting time do the heavy lifting.
June 8, 2025 | By
Jake FitzGerald
Don't Let Capital Gains Eat Your Inheritance -- Here's What to Do Now
Capital gains taxes can quietly drain your family's inheritance. Here's how to avoid the most expensive mistake affluent families make.
June 7, 2025 | By
Joel O'Leary
4 Ways Millionaires Make Money Without Taking Big Risks
Learn how millionaires grow wealth steadily with low-risk strategies like index funds, HYSAs, and smart diversification.
June 7, 2025 | By
Jake FitzGerald
The Inheritance Mistake That's Costing Wealthy Families Millions
A simple estate planning mistake is costing wealthy families millions in capital gains taxes. Learn how to avoid it and protect your heirs from an unexpected tax hit.
June 6, 2025 | By
Jake FitzGerald
Here's How High-Net-Worth Families Are Handing Down Vacation Homes Without Tax Headaches
Handing down a vacation home can be tax and family drama free. Here's how wealthy families are using smart estate planning to protect their properties and their legacy.
June 5, 2025 | By
James McClenathen
Why Rich People Love This Simple Retirement Saving Strategy
Dollar-cost averaging into index funds through a tax-advantaged account is simple and effective. Here's why it works for rich people and the rest of us, too.
June 4, 2025 | By
James McClenathen
3 Little-Known Investing Tricks That Rich People Use
Wealthy investors have many ways of avoiding taxes and leaving more money to their heirs. Fortunately, there are ways for everyday people to do the same.
June 3, 2025 | By
Joel O'Leary
If I Could Tell Every Retirement Saver 1 Thing Now, It Would Be This
Investing early and often is the biggest retirement saving "secret." Here's why -- and how to make it easy.
May 31, 2025 | By
Joel O'Leary
Here's How Much You Really Need to Save Each Month to Retire With $1 Million
See exactly how much you should save each month to hit $1 million by retirement -- and learn some strategies to make saving easier.
May 30, 2025 | By
James McClenathen
4 Retirement Savings Mistakes That Could Cost You Over $50,000
Avoid these mistakes that could cost you over $50,000, including investing too late, playing it too safe, or skipping tax-advantaged accounts.
May 28, 2025 | By
Jake FitzGerald
This Dead Simple Savings Habit Can Make You Retire a Millionaire
Want to retire a millionaire? This dead simple savings habit can quietly grow your nest egg to $1 million or more, even without a high income. Find out how.
May 26, 2025 | By
Joel O'Leary
I'm on Track to Retire Early Thanks to This Simple Habit
Consistently investing a large chunk of each paycheck can fast-track your path to early retirement -- or help catch up if you're behind on savings.
May 25, 2025 | By
Ryan Wilcox
4 Retirement Saving Rules You Can't Afford to Break
Start saving for your future today. Follow these four golden rules to set yourself up for retirement.
May 23, 2025 | By
Ryan Wilcox
Only 16% of Americans Know the Best Long-Term Investment
Most Americans don't know where to park their money. Here's why the S&P 500 comes out on top as the best long-term investment.
May 22, 2025 | By
Joel O'Leary
Have $100K in Cash? Here Are the 4 Best Places to Put It
Find out where to put $100,000 to work so it can earn more interest, protect your future, and grow your retirement nest egg.
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