Who can write your will? Only these three people
I am not in the business of writing wills, but as a holistic wealth manager and financial planner, I often need to […]
Tag: Personal finance
Tax domicile issues for US state taxes by @MichaelKitces
A recent article on @MichaelKitces‘s blog “Nerd’s Eye View” describes the important difference between tax residence and tax domicile. In this case, […]
Top 3 Financial New Year’s Resolutions for 2019
I find new year’s resolutions a great place to regularly set and review “SMART goals“. I am fortunate to live in Hong […]
Saving now vs later: Calculating the difference
In an earlier post, I posted a static chart with some calculations on the difference between saving now vs later, and how […]
Book Review: “Millionaire Teacher” and “Global Expatriate’s Guide to Investing” by Andrew Hallam
I recently picked up and read through Andrew Hallam‘s books “Millionaire Teacher” and “Global Expatriate’s Guide to Investing”. Both area easy reads with […]
Comparing Travel Insurance: HSBC vs Aimviva Travel Club
Those who know me know I enjoy shopping for insurance far more than most people, so it should be no surprise I […]
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” […]
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 […]
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 […]
Would you take an even bet to win $20 / lose $10 bet, times 100?
YouTube has the amazing ability to suggest other videos I’m interested when I’m looking for something else. This one shows the surprising […]