When to Hire a Financial Advisor (A Guide for DIY Investors)
You don’t need an advisor to beat the market. You might need one to optimize your taxes, behavior, and withdrawals. We break down the research from Vanguard and Morningstar on where advice actually adds value (and where it doesn’t) for the sophisticated DIY investor.
How Smart Financial Planning Can Help You Spend More Over Your Lifetime
Most people think financial planning is about saving the most. In reality, smart planning can help you spend more over your lifetime—through compounding, taxes, and timing.
FI Series #3 How to Calculate Your FI Number
Your FI number is the amount of money you need invested to make work optional. Learn how to calculate it using the 4% rule and tailor it to your lifestyle and future plans.