Estate Planning

The Master Archive!

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Leaving a Legacy Without Destroying Your Children

By Keith Schroeder / February 20, 2017 / 12 Comments

Reaching financial independence requires a consistent set of skills and persistence. The habits that allowed you to amass a sizable nest egg don’t die just because you pass some arbitrary border. Education, job, and family life consume all your time in the beginning. After college it is time to earn a living. After finding a…

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Avoiding the Gold Diggers

By Keith Schroeder / January 23, 2017 / 11 Comments

At a recent Camp Mustache where I gave a presentation I also offered one-hour personalized consultations. Most of the advice I give is identical among all people I consult with. Most themes come up again and again. About 20% of what I advise is unique to the individual. This particular group was comprised of high…

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Structured Giving

By Keith Schroeder / September 3, 2016 / 6 Comments

There comes a time when your responsible spending and investing habits grow your net worth to a level you will never spend in a lifetime. As the years pass you discover charitable causes you want to help. Giving is something that brings meaning to our lives. By making a difference, our hard work and intelligent…

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10 Ways to Legally Stop Paying Taxes

By Keith Schroeder / August 17, 2016 / 9 Comments

Years ago I started a book project called The Zero Percent Tax Bracket. The idea was to write a book with all the ways a person can bring in money and legally not report it as taxable income. As I started pulling information together it became clear marketing such a book would be difficult. Since…

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Do You Know a Good Attorney?

By Keith Schroeder / August 6, 2016 / 0 Comments

Over the years I have used attorneys for a variety of needs. When I started a hedge fund the initial deposit was $25,000 and I was happy to pay it. We laugh at lawyer jokes and sometimes lawyers deserve the bad rap they get, but most of the time attorneys are a powerful part of…

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Financial Planning and the Death of a Spouse

By Keith Schroeder / June 15, 2016 / 0 Comments

There are critical times in the course of life when financial independence is at risk of destruction. A lifetime of planning, saving, and investing can go up in smoke in a few short years without an adequate plan to protect the most vulnerable member of a marriage (or any relationship, for that matter) after the…

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Retire Early With Rental Properties

By Keith Schroeder / February 19, 2016 / 11 Comments

People serious about early retirement turn to rental real estate to turbo-charge the process. Saving and investing can get you to retirement fast. With real estate you can go from zero to retired in a few years. It does require careful planning to make it work. There are three steps in successful income property ownership:…

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My Side of the Desk

By Keith Schroeder / January 15, 2016 / 7 Comments

Will Durant, the great 20th Century American philosopher and historian wrote in the Preface of his Story of Civilization: The Age of Napoleon: “By the middle of the twentieth century,” says the Encyclopaedia Britannica (XVI, 10a), “the literature on Napoleon already numbered more than 100,000 volumes.” Why add to the heap? We offer no better…

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