There are two ways to run the analysis. One is quick and can be done on the back of a napkin. The other is more detailed, best done in a spreadsheet. In this part one, we will explain the quick math.

Astrid Leong is simultaneously one of the wealthiest characters and, even though she has a massively large standard of living, one of the thriftiest.

“We have simply not been able to serve those who really need us the most.”

To make the strategy of jumping in and out of the markets successful would require a precision only achieved by luck.

For all of these reasons, our recommended investment strategy does not focus on dividend-paying stocks.

There is a tangled web of rules and options. For any given family situation and set of desires, there is a best answer when it comes to meeting your wishes, minimizing the tax owed, and optimizing your estate plan.