Mar 28, 2022
For most people, your home is the single biggest purchase you’ll ever make and is one of your most valuable assets. However, despite it being so important, not everyone knows how to look at it within the context of their overall financial life and plan. In this episode, we start out by explaining how your home works...
Mar 14, 2022
When it comes to investing, there are very few “free lunches.” Asset location is one of them. In basic terms, it’s a way to improve your after-tax investment return (the one that matters) without taking on more risk, by simply being strategic about which investments you hold within which accounts, based on their...