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…
Financial Planning Blog & Insights
Explore articles and insights on financial planning, retirement, investing, and wealth management from the team at Fidelis Financial Planning.
There is No Such Thing as “Goal Accomplishment Island”
October 26, 2016
When we imagine goals, we imagine some mystical finish line. At this finish line we find pure bliss. After all,…
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…
What a FINANCIAL PLAN Accomplishes
October 24, 2016
Done correctly, its ultimate purpose is to be a road map, a guide, the central piece in financial decision making.…
The Dentist and the Financial Planner (Part 2)
October 21, 2016
Having the Good (dentist and financial planner). We also want the positive achievements that come with a wise process. We…
The Dentist and the Financial Planner (Part 1)
October 20, 2016
As a good dentist is for our teeth, a good financial planner is for our finances. Why would someone have…
Relying on Guarantees
October 18, 2016
“The point is how do you know the Guarantee Fairy isn’t a crazy glue sniffer.” -Chris Farley If we…
Grief: Not Reserved Solely for Death
October 17, 2016
“All the art of living lies in the fine mingling of letting go and holding on.” -Havelock Ellis Every…
Are People Happy in “Early” Retirement?
October 13, 2016
Very rarely, yes. Most often, no. So, why do we pursue this as a perceived worthy goal? “Men do…
Just Tell Me What To Do
October 11, 2016
In our lives, we’ll be on all sides of certain roles. The student AND the teacher. The kid AND the parent.…