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Financial tactics and tools for self-starters to achieve enduring financial freedom decades ahead of the norm. Delivered once a month on the first Saturday.
You Skip Starbucks & Pack Your Lunches, But Is Frugality the Key to Reaching Retirement?
For many, preparing for retirement means spending strictly and limiting unnecessary expenses during their working years. Saving money is...
Donovan Carson
Mar 10, 20244 min read
Top 6 Financial Concerns Ultra-High-Net-Worth Individuals Face
Ultra-high-net-worth individuals (UHNWI) are people who have at least $30 million in assets. In recent years, the pool of people meeting...
Donovan Carson
Mar 10, 20243 min read
Common Financial Mistakes High Net Worth Real Estate Investors Make
High net worth individuals (HNWI) is a classification used by the financial services industry to denote an individual or a family with...
Donovan Carson
Mar 10, 20244 min read
10 Rules to Live by if You Want to Achieve Financial Independence
Financial independence can be defined in a number of ways. However, when most think of financial independence they dream of a time in...
Donovan C.
Mar 10, 20244 min read
6 Money Lessons We All Wish We Learned in High School
Growing up, it’s not common that we’re taught practical financial lessons in school. While geometry is usually on the curriculum,...
Donovan Carson
Mar 10, 20244 min read
How to Be a Good Steward of Your Inheritance
When you receive an inheritance, you may experience a gamut of emotions. You’re saddened at the personal loss that has led to pecuniary...
Donovan Carson
Mar 8, 20244 min read
Using 529 Plans to Pay for Private K-12 Expenses
The Tax Cuts and Jobs Act introduced legislation that could benefit those with 529 plans in place to pay for college. Under the new law,...
Donovan Carson
Mar 8, 20243 min read
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