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?
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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?
“When Should I Take Social Security?”
We provide background information on Social Security math and discuss a few common heuristics to help you with your Social Security planning.
Danny Kahneman’s Best Idea
We need to face reality. You’re in trouble if losses cause you to overreact or make big mistakes at the worst possible moments.
Conducting a Year-End Financial Review and Setting 2024 Goals
You made it! The sun is setting on 2023 and dawning on 2024. Among other personal reviews, the changing of years is the perfect time… Read More »Conducting a Year-End Financial Review and Setting 2024 Goals
The $703,000 Benefit of Dividend Reinvestment
What are dividends? What is dividend reinvestment? And how can it make a 6- or 7-figure difference to your retirement wealth?