The One Page Financial Plan Book Review
Planning and investing just aren’t simple. But they can be. That’s just part of the message from Carl Richards new book, The One Page Financial Plan. This is the second book I’ve read from Mr. Richards, the first being The... Read More →
5 Financial Advice Givers You Need To Ignore
You’ve probably needed some money advice recently. Whether that was about saving, spending or investing. The thing is, money advice comes at you from every direction and there is an endless supply of it. Who did you turn to? Family,... Read More →
Financial Lessons From A Simple Lunch
Ever gone out to dinner and had a terrible experience? Of course, we all have. Today was one of those rare occasions that I had lunch and dinner at a restaurant. Oddly enough, both experiences were really bad. I had... Read More →
Receipts – Can’t Live With Them, Can’t Live Without Them
I think we all can agree there is way too much paper in our lives! We get various statements, confirmations, letters, vouchers and receipt after receipt after receipt…. I’ve been trying to go paperless in the last year. I’ve been... Read More →
April is Financial Literacy Month – Assemble a Financial Team
I was meeting with a client recently and discussing updating their financial plan. During that meeting I described my analysis of the financial planning data as a puzzle. Sometimes the puzzle just “fits”. Sometimes it gives me fits! In any... Read More →
April is Financial Literacy Month – Understand the Cost of Credit
If you are reading this series of articles for the first time, April is Financial Literacy Month. The website has a 30 Step Program to help you become more knowledgeable about your finances. I have written a bunch of articles so far... Read More →
April is Financial Literacy Month – Protect Yourself by Performing Financial Check-Ups
My hope is that by now you have gone to the Financial Literacy Month website, taken the pledge and actually shared the information with someone else! This is really good solid financial education. If you have adult children starting out... Read More →
April is Financial Literacy Month – Share A Tip
We’ve covered a lot during this series on Financial Literacy. Some of the topics have been about, debt, cash reserves, setting goals and retirement. Now we are covering a step that you can do yourself! Step 24: Share a Tip... Read More →
April is Financial Literacy Month – Secure Your Financial Future
Financial Literacy month has really inspired me to write about some basic financial education. As I said in previous posts, I found the website, www.financialliteracymonth.com recently and was really impressed. The website focuses on a pledge and a 30-step process to gaining... Read More →
April is Financial Literacy Month – Expect The Unexpected
In previous articles we’ve covered, Committing to Change, Clearing Out The Financial Clutter, Reduced Debt, designated a Family CFO, and set goals and priorities. Now we’re going to deal with the unexpected. You know the stuff that always happens when... Read More →