Don't Die with Your Boat in the Driveway
A friend told me about one of her colleagues who delayed retirement until he was in his late 60s. For years he told coworkers he would...
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Nate Carter
- 3 min
The Money Questions for Retirement
This article is part two in a series, the previous article looked at three questions to help focus on the non-monetary goals in...
Nate Carter
- 6 min
Six More Observations from Early Retirement
A few months after retiring, I offered six initial observations. As I reach my one year retirement anniversary, I want to share six more...
Nate Carter
- 5 min
Reducing Taxes and Expenses When Selling Rental Properties
Selling Rental Properties: Overview of Taxes and Expenses Real estate investing is a great way to build a portfolio of appreciating...
Nate Carter
- 4 min
Investing Mindset: Ignoring the Noise of Negativity
As a kid growing up there was a cartoon called the Adventures of Gulliver. One of the characters is Glum, who offers only negativity...
Nate Carter
- 4 min
Taxes on 401k Retirement Withdrawals
One of the key advantages of retirement plans like 401k accounts, Thrift Savings Plan for federal government employees or traditional...
Nate Carter
- 4 min
Retirement Savings: Comparing a 401k to Real Estate
Building a diversified portfolio with multiple income streams is a great strategy for financial freedom and early retirement. Income...
Nate Carter
- 5 min
Three Steps to Strengthen the 4% Rule
The 4% Rule Origin Story Many savers are familiar with the 4% rule for drawing down savings in retirement. William Bengen launched the 4%...
Nate Carter
- 4 min
Avoid These Five Risks in Retirement
Retirement should be a period of low stress, financial security and enjoying time with family and friends. A secure and stable retirement...
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
Investing: You Will Make Mistakes
No investor is perfect, we all make mistakes, and sometimes they are big ones. Part of becoming a successful investor is accepting this...
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
- 3 min
Six Observations from Early Retirement
Walking Away Feels Better Than Expected I always knew it would be nice to retire. But I did not realize, until it was gone, how...
Nate Carter
- 4 min
Real Estate Investing: Feeling Priced Out?
Factors Causing Real Estate Prices to Rise The real estate market remains highly competitive and many buyers are finding it hard to...
Nate Carter
- 3 min
Plan for Replacement Costs in Retirement
When it comes to spending in retirement we expect the traditional daily expenses of housing, food, utilities and entertainment. However,...
Nate Carter
- 3 min
Billionaire Tax: Death of a Very Bad Idea
The Biden Administration and Congress are working to impose new taxes particularly on higher income earners. This includes raising...
Nate Carter
- 4 min
Real Estate: How Depreciation Works
Depreciation is a Tax Deduction Investors new to real estate are sometimes confused by how depreciation works. Depreciation is simply a...
Nate Carter
- 5 min
Withdrawing Funds in Retirement
Investors often have a great plan to save for retirement, but neglect to consider how they will drawdown these assets in retirement. Some...
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...
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