Oct 30, 2019

Does the IRS ever give us a break? Yes!

Stepped-up basis is a great example. So make sure you know about it and how to use it!

I'll explain “stepped-up basis” in 3 steps:

1. What are capital gains
2. What is Basis
3. Why stepped-up basis is the HUGE tax break IRS gives us

And lastly, I’ll tell you the BIG mistake DIY...

Oct 23, 2019

Rob Berger is the man who’s already retired twice (and counting).

We'll talk about Rob's career, retirement #1 (law firm partner), retirement #2 (blog owner), and why he keeps working (but with freedom).

Pick up a copy of Rob's new book "Retire Before Mom and Dad"

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READ

Pick up my books on Amazon. Reviews...

Oct 17, 2019

Is It Worth It to Become a Paralegal?

Lately I’ve been working with a lot of paralegals. I’m in the process of beta launching a training course for probate paralegals. So for any prospective students, or anyone else curious...

Today I interview Janice, who shares:

1. Her story of how she started...

Oct 15, 2019

Starting a business is exciting, but choosing which business entity can be confusing

We’ll talk about our experiences and choices:

1. Our business entity types
2. Why we needed “incorporation”
3. Which state we incorporated in
4. Which entity types we use and why

Lastly, I explain the special election I made to to...

Oct 10, 2019

Maura is the most widely-cited authority on attention management. She'll answer for us:

1. Why do we undervalue our attention so much?
2. What will it take for the pendulum to swing, for us to get more protective of our attention?
3. If flow and daydreaming are so important, why don’t we protect/make more time for them?

To...