Financial Planning archived Posts:
Three R’s Of The Best Financial Plans
“The final step in the systematic financial planning process is arguably the most important. Monitoring the plan and measuring the progress towards financial goals is the only way to gauge success.” Read More
Plan To Retire, Not Work Forever
“Failing to meet financial goals necessary for retirement is a growing reality. Market failures, high unemployment, flat real wage growth, and bad personal finance decisions are all contributing factors.” Read More
Important Document Retention Guide
“Organization is the first step towards being in control of your personal finances. It doesn’t take long for tax, legal, and financial paperwork to take up a lot of space.” Read More
4 Ethical Essentials for your Financial Planner
“The constant barrage of ethical violations streaming from all corners of society is truly overwhelming. It seems that we’re so desensitized to these events that they no longer shock us, until they impact us personally.” Read More
Social Networks Direct Your Money
“Social networks are increasingly influencing our personal financial decisions. Is this a positive trend for our net worth or will this blind us as we inflate the next big bubble?” Read More
Relocate and Prosper
“When you’re looking to take a step up professionally, it can pay big dividends to search beyond your current location. But how do you compare your current quality of life to what it could be?” Read More
Prioritizing The BIG 3
“The best way to spend money is personal and different for each of us. While we enjoy the freedom to decide how to allocate our resources, it’s important to be aware how these may impact our lives.” Read More
Emergency Fund: Cash Or Credit?
“If you’ve managed to build an emergency fund, congratulations. But, are you really satisfied with earning 1% return on this? It’s inefficient to have such a large amount of money sitting idle. It’s tragic!” Read More
Your Unique Financial Planning Experience
“The process of financial planning is structured, deliberate, methodical, and ordered. However, your financial planning experience will be unique, and tailored specifically to your needs.” Read More
Choose Your Financial Planner Wisely: Compensation
“Your financial planner may be compensated in a way that directly impacts their objectivity. How independent and unbiased is your financial planner?” Read More
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