Financial Planners Unite! The World Needs Us! I recently read a study done by the Harvard Business review where they tracked the spending habits of 235 U.S households for a year. Their findings were not surprising. These 235 households had […]
What Is Risky to You? In financial planning, not saving enough money to accomplish your goals is the biggest risk you can take. Thinking that things will just work out and money will fall like manna from heaven is not […]
Here are our Favorite Articles of the Week Quantitative Investing- Crisis Coming The Fall of the Sears! The Most Interesting Part of the Buffet Bet Master Your Mind and Your Money Linear Thinking in a Non-Linear World 13 Things You […]
Clients and friends are always asking me financial questions. You might have similar questions so I have decided to share them with you. I will try and post at least 1 per week. Do I need disability insurance? Answer: Everyone […]
The answer is…it depends. We all want to believe that retirement planning is a clean analysis that can be run to peg the exact amount of money we need to eventually stop working. Maybe we need: 75% of income (adjusted […]
