A financial advisor may use a few rules of thumb to recommend where to put your money, but how well do these generalizations do?
Let's take John and Mary, both 21 years old and making in total $80,000 a year. If they want to retire as early as possible, what difference will it make if they use SmarterPath compared to a traditional financial plan?
That’s a 3 year difference! All without having to save more money, but purely from smart tax optimizations.