Passive Income from Music Royalties
I am always interested in learning from other investors about new investment strategies. At a recent real estate meet up, I met an...
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Nate Carter
- 3 min
Inverse ETFs: Profiting in Bear Markets
Buy and Hold is the Preferred Strategy I am a buy and hold investor who purchases stocks to hold for years or even decades. I also prefer...
Nate Carter
- 4 min
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...
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
Dollar Cost Averaging with Real Estate
Dollar Cost Averaging Overview Investors are often familiar with dollar cost averaging when it comes to stocks. An investor purchases...
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
- 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
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...
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
- 4 min
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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