What's Your Problem? Bonus: Planning for Your Financial Future
Sep 15, 2026
Christine Chase, a vice president and financial consultant at Fidelity Investments, helps people connect investments with real-life goals. She discusses building a complete financial picture, diversifying concentrated portfolios, tax-efficient investing, and navigating promotions with equity compensation. She also explores estate documents, insurance, competing family priorities, and why financial planning should start early.
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Start Financial Planning With The Full Picture
- Build a financial plan by examining family priorities, goals, cash flow, investments, risk tolerance, estate planning, and insurance.
- Christine Chase begins by mapping short-, medium-, and long-term objectives alongside income, expenses, assets, and liabilities.
Diversify Investments And Improve Tax Efficiency
- Diversify concentrated portfolios and improve tax efficiency without abandoning growth objectives.
- Use tax-advantaged accounts, deliberate asset location, and tax-loss harvesting when volatility creates opportunities.
A Target-Date Fund Created Avoidable Taxes
- Jacob Goldstein placed a target-date fund in a taxable account after selling an apartment.
- Fund turnover generated taxable distributions, creating avoidable taxes that better asset location could have prevented.