Downside & Concentration Risk Management
Evaluating Job Opportunities
Retirement Sensitivity Analysis
Medical Care & Insurance Planning
Real Estate Analysis
Tax Minimization Strategies
Charitable Giving Strategies
Should I leave my big tech firm to join a promising start-up?
How can I buy a house without triggering a massive tax bill?
How do I figure out the "right" mix of investments for me?
Case studies are for illustrative purposes only and may not fit every individual's unique circumstance. These case studies are not intended to provide financial, legal or tax advice. Please consult with a tax, legal or financial professional for such advice.