Financial Samurai readers get 30% off your first year with code FS30

Investing insights & market education

In-depth articles, explainers, and perspectives on investing, markets, and long-term financial decisions.

Recent articles

Intentionally Defective Grantor Trusts (IDGTs): Advanced Estate Planning
Spousal Lifetime Access Trusts (SLATs): Gift and Estate Tax Benefits
Concierge Medicine: Costs, Benefits, and Tax Implications
FAANG FIRE: High-Income Tech Worker Early Retirement
Full-Time House Staff: Employment Costs and Tax Considerations
Chubby FIRE: Comfortable Early Retirement Between Lean and Fat
Coast FIRE: Saving Enough to Stop Contributing Early
Incentive Stock Options and AMT: Exercise Strategy to Minimize Tax
The Boost: Staying ahead of the costs you didn't plan for
The 10b5-1 Trading Plan: Insider Trading Compliance for Executives
Founder Liquidity: Secondary Rounds, Tender Offers, Structured Sales
Net Unrealized Appreciation (NUA): 401(k) Company Stock Tax Break
Concentrated Position Management: Collars, Prepaid Forwards, Exchange Funds
New in Mezzi: Proactive recommendations, faster AI, and many more updates
Post-IPO Wealth Management: Lock-Up Periods, 10b5-1 Plans, Diversification
Secondary Market Sales: Selling Private Stock Before IPO
Delaware Statutory Trusts: Passive 1031 Exchange Replacement Property
Real Estate Professional Status: Deducting Passive Losses Against W-2
Self-Directed IRA Real Estate: Rules, Prohibited Transactions, and UBIT
1031 Exchange Timeline: 45-Day Identification and 180-Day Closing Rules
Short-Term Rental Tax Strategy: Airbnb, VRBO, and Schedule C vs. E
Tax-Efficient Giving: CRUTs, CLATs, and Private Foundations
The Augusta Rule: Renting Your Home Tax-Free for 14 Days
Carried Interest Tax Treatment: How Private Equity Gains Are Taxed

Subscribe to The Boost, our weekly dose of investing insight and education.

To Mezzi, you are the only client.

You'll never be prioritized based on net worth. There's no scheduling or wait times. You'll never hear "I have a hard stop" or "remind me about that again." With Mezzi, it's all, and only, about you.