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Tag: financial plan

Whole life vs term life insurance: the "Buy Term Invest the Difference" calculation
November 29, 2017November 26, 2017Personal finance

Whole life vs term life insurance: the “Buy Term Invest the Difference” calculation

Deciding between whole life vs term life insurance should rationally be driven by the numbers, especially the “buy term invest the difference” […]

expat financial plan checklist
November 20, 2017July 18, 2018Personal finance

Expat financial plan checklist

An expat financial plan contains many of the same things one would expect in a single-country financial plan, with the main differences […]

Noodles represent long life, but what are your odds of living to age 100?
April 4, 2017November 25, 2017Personal finance

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 […]

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