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Can anyone suggest a summay of personal financial planning topics at a level that would be useful/interesting for e.g. econ/finance PhDs. (A book? A review paper?) E.g., tax-advantaged account options, college savings, basic estate planning, asset location, TLH, ETFs vs MFs, …Permalink On twitter.com
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Mood +7 🙂
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(I’m not looking for advice for me, btw—though I wouldn’t mind. I’m trying to understand how a sophisticated planner/advisor might think about what advice to give.)On twitter.com
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Mood +2 🙂