Best MPF Schemes by Average Fund Expense Ratio
When looking for the best MPF schemes, either as an as an employer of Hong Kong employees, or as an employee rolling […]
Category: Personal finance
Three Ways Free Financial Advice Ends Up Costing More
Some free advice is worth every penny you pay for it, but free financial advice (like free medical or legal advice) often […]
8 Questions Most American Expats Should Ask Every Year About IRAs and Retirement Savings
In the US, many employees have 401(k) plans that automatically deduct a significant portion of their salaries into a tax-advantaged retirement account. […]
How Much Financial Advisors Charge – Pricing by Account Size and Other Factors
More than almost anything else, I believe the financial services industry needs greater price literacy and price transparency. In almost any other […]
September 7th Discovery Bay Presentation on Retirement Planning
I’ll be presenting at the Discovery Bay Entrepreneurs Networking Breakfast on September 7th at 8am on the topic of retirement planning. I […]
A Simple, Robust Retirement Savings and Investment Plan: The "4 House Pension"
When asked how much money is needed for a comfortable retirement, the simplest useful but general answer I have been using is […]
10 Personal Questions to Ask Your Financial Advisor
Yesterday I posted 10 non-personal questions to ask your financial advisor, which I thought would only be complete with 10 personal questions […]
10 Non-Personal Questions to Ask Your Financial Advisor
Even in the many years before I decided to start competing in the space of financial advisors, I noticed a paradox among […]
College tuition rises now depend more on China than domestic drivers
For decades, college tuition has risen at a significantly faster pace than the rate of inflation, having roughly tripled in the last […]
Mortality Tables By Country – Your Odds of Living to Age 100
As a financial planner, I was trained to assume a client will live to age 100 in order to be at least […]