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
- 3 min
Three Questions to Find What Matters Most
When most people think about financial freedom they tend to focus solely on financial goals. This is a mistake, as money is only part of...
Nate Carter
- 4 min
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...
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
- 5 min
Retirement: Withdrawal Rates, Longevity and RMD Taxes
There are two main concerns for retirees when drawing down assets in retirement. The first is longevity risk which is whether they will...
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
- 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
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
- 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
- 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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