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retirement accounts

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23 Feb 2010

What is an Asset Location Strategy?

by Mary | posted in: Blog Posts, Investing, Tax Planning | 0

You’ll hear quite a bit in the financial media about diversification and the benefit of asset “allocation” but there is very little discussion on using an asset “location” strategy with your investment portfolios.  Asset location refers to where or in … Read More

asset location, maximizing after-tax returns, retirement accounts, Tax Planning, taxable accounts

MARY IN THE NEWS

US News & World Report - July 2016: Mary Deshong-Kinkelaar, CFP® was interviewed for Keep Your Money Goals on Track With a Midyear Financial Checkup

WGN TV Chicago: Mary Deshong-Kinkelaar, CFP® was interviewed for the Cover Story segment,Making a Pension Back Up Plan

Yahoo Finance: Mary Deshong-Kinkelaar, CFP® was interviewed for Financially Fit, Ask Farnoosh: What Do You Do After Maxing Out Your 401(k) and IRA?

Money Magazine: Mary Deshong-Kinkelaar, CFP® was quoted by Penelope Wang for Faster, Better or Cheaper personal finance strategies.

GetCurrency.com: Mary Deshong-Kinkelaar, CFP® was interviewed by Melissa Ezarik for her article, Post-Wedding Spending: Gift Money Matters, with a common sense approach to using money wedding gifts without feeling deprived.

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