Financial Education & Investment Insights

Expert strategies, tips, and insights to help you build wealth, track your net worth, and make smarter financial decisions.

Financial Education

How to Calculate Your Net Worth (And Why It Matters)

Learn the step-by-step process of calculating your net worth, understanding what it means for your financial health, and how to track it over time.

December 19, 2024
8 min read
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Investment Strategies

The 5 Investment Principles Every HENRY Should Know

High-earning professionals need specialized investment strategies. Discover the key principles that can help you build wealth efficiently.

December 18, 2024
12 min read
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Real Estate

Real Estate vs. Stock Market: Which Should You Choose?

Compare the pros and cons of real estate investing versus stock market investing, and learn how to decide which fits your financial goals.

December 17, 2024
10 min read
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Retirement Planning

Maximizing Your 401(k): A Complete Guide for High Earners

Learn advanced strategies for maximizing your 401(k) contributions, including catch-up contributions and employer matching optimization.

December 16, 2024
15 min read
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Wealth Building

Setting Financial Goals: A Framework for Success

Discover how to set SMART financial goals, track your progress, and stay motivated on your wealth-building journey.

December 15, 2024
6 min read
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Investment Strategies

How AI is Revolutionizing Personal Finance

Explore how artificial intelligence is transforming the way we manage money, from automated investing to personalized financial advice.

December 14, 2024
9 min read
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Retirement Planning

Backdoor Roth IRA in 2025: Step-by-Step Guide for High Earners

Learn exactly how to execute a Backdoor Roth IRA in 2025, including the pro-rata rule, Form 8606, and common mistakes to avoid.

August 8, 2025
10 min read
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Wealth Building

HSA Guide 2025: Triple Tax Advantage and Investment Strategy

Understand the HSA triple tax advantage, contribution limits, eligible expenses, and how to invest HSA funds for long-term growth.

August 8, 2025
8 min read
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Investment Strategies

Tax-Loss Harvesting in 2025: Rules, Wash Sales, and Pro Strategies

Master tax-loss harvesting in 2025: understand wash sale rules, replacement funds, capital gains netting, and how to automate the process.

August 8, 2025
12 min read
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Real Estate

DSCR Loans 2025: How Debt Service Coverage Ratio Financing Works

Understand DSCR loans for real estate investors in 2025: ratios, underwriting tips, pros and cons, and how to improve your DSCR.

August 8, 2025
9 min read
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Financial Education

Asset Allocation by Age (2025): Model Portfolios and Risk Tolerance

Use age-based asset allocation to balance growth and risk in 2025. Explore model portfolios for your 20s, 30s, 40s, 50s, and retirement.

August 8, 2025
11 min read
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Investment Strategies

ETFs vs. Mutual Funds (2025): Costs, Taxes, and When to Choose Each

Compare ETFs and mutual funds in 2025: expense ratios, hidden costs, tax efficiency, trading flexibility, and best use cases.

August 8, 2025
9 min read
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