Save More for College with the Coverdell ESA

08.08.2014
Save More for College with Coverdell ESA

One of my missions in life is to pay for our kid’s college education. My parents helped me with my education and that paved the way for our financially stable life. I know college isn’t right for everyone, but let’s save first and if he doesn’t attend college, we can always gift the account to other kids in the family or even earmark it for future generations. It’s better to sacrifice now and save up front than for our kid to be saddled with a big debt load. College cost skyrocketing Do you know how much college will cost in 15 […]

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Am I Addicted to Investing?

08.06.2014
Am I addicted to investing? stock market rental property

My dad has an addictive personality. He drinks a bottle of red wine every day when he visits us in Portland. He likes Cabernet Sauvignon and it’s much more affordable here in the US than Thailand. I think a high import tax and the low demand cause the price to be quite high where he lives. He’s getting close to 70 and that’s probably too much alcohol at that age. He also had a gambling problem when I was young. He used to go to Las Vegas all the time to gamble over the weekend. Now that he’s not making much money, […]

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How to Find a Rental Property in an Expensive Market

08.04.2014
How to Find a Rental Property in an Expensive Market

A while back, Zillow contacted me to see if they could write a guest article for Retire By 40. At the time, I was searching for a new rental property and I used Zillow almost every day. I also own Zillow stocks so you can see that I’m a big fan of the company. Anyway, I asked Tali to write an article about finding rental properties in an expensive market, so here it is. I hope this is helpful to new investors who are looking for an investment property. How to Find a Rental Property in an Expensive Market By Tali Wee […]

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Financial Planning for the Masses: My Session with Personal Capital

08.01.2014
Personal Capital review financial planning

I know I wrote about Personal Capital quite a few times recently, but I’m really excited with their services. They are bringing financial planning to the masses through their website. I think this will help many regular people who are unsure about financial advisors to understand financial planning better. The main website and portfolio analysis tools are free which is awesome for most of us. Personal Capital generates revenue by charging a fee if you sign on with their investment management services. Financial Planning Session Last week, I had a financial planning session with Michelle, one of Personal Capital’s financial […]

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