The Recession: Navigating It
This is part two of an article on the recession. Part one describes the unique aspects of this recession. This part looks at ways to...
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Nate Carter
- 5 min
$1 Million Net Worth from Cash Out Refinancing
Cash Out Refinancing Overview One of the best ways to build significant wealth is through periodic cash out refinancing of real estate....
Nate Carter
- 4 min
Retirement: Effectively Using Annuities
Annuities Overview An annuity is a financial product investors purchase to receive a series of future payments. For example, Lars pays...
Nate Carter
- 4 min
Stop Sleepwalking Through Your Financial Life
Where is Your Financial Plan? Are you happy with your current financial plans? Did you follow through on your retirement goals from five...
Nate Carter
- 5 min
Turning Age 50: 10 Factors to Consider (part 2)
This article is the second in a series, please start with part 1. 6) Don’t Hold Too Much Cash Some investors become more risk averse as...
Nate Carter
- 4 min
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...
Nate Carter
- 5 min
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...
Nate Carter
- 4 min
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...
Nate Carter
- 5 min
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...
Nate Carter
- 3 min
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...
Nate Carter
- 5 min
Will We See a Tidal Wave of Evictions in 2021?
There are news reports predicting a dramatic spike in residential evictions in 2021, specifically when the Centers for Disease Control...
Nate Carter
- 5 min
When to Avoid Buying Real Estate
The U.S. real estate market continues to see strong growth despite the COVID-19 recession. Overall home prices have risen dramatically...
Nate Carter
- 7 min
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...
Nate Carter
- 6 min
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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