Financial planning blog

Timely and free financial planning advice

Open Letter to a Lottery Winner

Perhaps you’ve seen recent news about a billion-dollar lottery. This open letter to the lottery winner offers some advice for any of us who suddenly comes into a meaningful amount of money, whether through an inheritance, through a business transaction, or through any other means, including the State’s gambling operations. Dear Lottery Winner, Relax. You...
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Keep Your Hands Firmly on the Data

“Keep your hands firmly on the data,” says Dr. Tom Howard, our chief equity investment manager. Well, the data keeps pouring in. Here is some research based on a survey released from the CFP® Board: CFP® professionals act as partners, navigators, and counselors to the consumers who work with them. Their customers describe them as...
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Keep in Mind These Lessons from the 2008 Financial Crisis

October 3rd was World Financial Planning Day, and we’ve recently marked the 10th anniversary of the financial crisis. As we reflect on the past ten years, now is the perfect time to re-evaluate your financial strategy and make sure you’re avoiding the personal finance mistakes made a decade ago Follow this check-list of best practices,...
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Determinants of Real life Financial Success

What’s the Biggest Determinant of Financial Success?

Timeless insight from September, 2018. I read an article in the Wall Street Journal that reminded me of our speaker and researcher, Dr. Howard. “A Better Way to Think about Portfolio Rebalancing,” by Meir Statman, describes it well. Mr. Statman says “risk isn’t about volatility; it’s about not satisfying wants.” What could be more risky,...
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FIRE: Financial Independence, Retire Early

Some young Americans are working toward FIRE, or Financial Independence, Retire Early. Go figure. Actually, retiring early requires a lot of figuring out!
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It’s Not What You Have

“We self regulate to the level of our beliefs not to the level of our potential.” Dr. Rick Perea Last week, Stacey and I had two dramatically different and wonderful experiences with two people whose advice directly fits into your financial planning situation (I hope). My hope is that in the next 3.5 minutes you...
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