financial planning

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?

Is “benefits hacking” a way of unfairly gaming the system, or justly playing by the rules? Savvy financial planning or an ethical gray area?

They say “the best story wins.” How do take “financial planning” – an admittedly boring topic at times – and tell a better story?

What financial lessons can we learn from an 8-month old baby about luck, timing, and something called “the Ovarian lottery?”

If you’re not careful, the holiday season will fly by (in a sleigh?) before you can do these 5 intelligent things in your financial plan.

How much money can you actually save through smart financial planning questions? A lot more than most people think.