The “Asset Location” Dilemma: Tax Strategy or Tax Trap?
How important is “asset location” – the practice of placing “high tax” investments into our qualified, tax-advantaged investing accounts?
The Best Interest » Archives for 2025 »
2025
35 Lessons from 35 Years
A fun, celebratory look back over some lessons I’ve learned throughout life, from the mundane to the deeply meaningful.
Should I “Reset” Retirement Withdrawals in Bad Markets?
Can a small difference in retirement date affect someone’s spending for the next 30+ years? Should I reset my retirement withdrawals?
Are You Not Entertained?!
Remember that scene from Gladiator? Well, it’s going to help us through volatile markets
Is ‘Benefits Hacking’ Genius? Or Immoral?
Is “benefits hacking” a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?
The Man Who Never Looked Up
They say “the best story wins.” How do take “financial planning” – an admittedly boring topic at times – and tell a better story?