Once you start having different types of accounts, we need to be aware of the tax piece and this concept called asset location. There's different types of accounts that we can use to hold and invest our money. Each of those types of accounts have different tax characteristics, and we can use those differences to our advantage.
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Read MoreI remember being told that I shouldn't keep more than $250,000 at one bank since that is the FDIC insurance limit. What about my money at a brokerage institution, such as Schwab, Vanguard, or Fidelity? Should I spread my money out across brokerage firms as well? Should I spread my money out across brokerage firms as well? How do I best keep my money safe?
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