Too Many Titles for the Financial Guy (or Gal)
June 30, 2017
*Funny note: As a finished up writing this, an article called How “Lifestyle Advisors” Can Succeed popped into my…
Financial Planning
Financial Planning: Not In Our Schools
December 15, 2016
PERSONAL FINANCIAL PLANNING IS NOT TAUGHT IN TRADITIONAL SCHOOLING. Would you believe you can go through all twelve grades, through…
Financial Planning: Odd Beginnings?
December 13, 2016
FINANCIAL PLANNING DID NOT BEGIN WITH A “CLEAN SLATE.” We all can study the history of financial planning. In short,…
Financial Planning: A New Concept (Sort of)
December 12, 2016
FINANCIAL PLANNING IS A NEW PROFESSION (on a relative basis). Let’s look at some other widely accepted and understood professions:…
“Do-It-Yourself” Financial Planning: MORE DANGERS
November 17, 2016
There are many more reasons, almost too many to count. We will end up with less money (for a large…
“Do-It-Yourself” Financial Planning: DANGER #2
November 16, 2016
Wasting our valuable time. Our time is precious. Should we spend our time on countless “do-it-yourself” activities? Should we…
“Do-It-Yourself” Financial Planning: DANGER #1
November 15, 2016
Lower levels of basically everything we desire financially. Countless independent studies have been done comparing people with written financial…
Those Deadly Financial Emotions
November 3, 2016
We must limit (or at least manage) our financial emotions. Unfortunately, we can’t get rid of them. We must recognize one…
The All-Too-Common Financial Ostrich
October 27, 2016
When it comes to our personal finances, let’s stop burying our heads in the sand. Take the time to define current…
Key Distinction of a FINANCIAL PLAN
October 25, 2016
It must be dynamic, flexible, subject to editing as life changes and progresses (best served by an online financial planning…