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News Room
This $329 Million Merrill Advisor Stresses âFamily Valuesâ And Open Communications
Name: Melaina Cano Firm: Merrill Wealth Management Location: Irvine, CA Team Assets (Custodied): $329 million…
IRS Says It Will Not Change Withholding Tables Or Form W-2 In 2025, Despite The New Tax Law
If you were hoping for some guidance from the IRS with respect to changing your…
The Acceleration Of AI Growth With Ben Miller, CEO of Fundrise
On the latest episode of the Financial Samurai podcast, I sat down with Ben Miller, cofounder and…
The Futility Of Chasing A Hot IPO And What To Do Instead
When I worked in Equities at Goldman Sachs and Credit Suisse, we would occasionally bring…
How To Pay Off Debt In Collections Safely
Image by GettyImages; Illustration by Bankrate Key takeaways Before paying a debt in collections, verify…
You Can Use The Tax-Free Home Sale Exclusion Every Two Years To Save On Taxes
In Spring 2025, I sold one of my properties and successfully excluded $500,000 in capital…
Effective Strategies and Tips to Pay Off Debt
Key takeaways To pay off debt, you need to know how much you owe, how…
How Do I Cover Basic Living Expenses When Managing Credit Card Debt?
Key Takeaways Focus on essential needs like food, housing, and utilities while reducing unnecessary purchases.…
The Shocking Power Of Getting A Different Perspective
Since starting Financial Samurai in 2009, I've encouraged folks to keep an open mind and…
You Should Love The 529 Plan More After OBBBA Passed
As soon as both my children were born in 2017 and 2019, I superfunded their…
How Does A Debt Management Plan Affect Applying For Loans?
Key takeaways It may be difficult to obtain a new loan after you enter a…
How I Stay Disciplined With Money Without Being Perfect
Letâs be honest: you donât need another âperfect budgetâ template or some one-size-fits-all money hack.…
