Posts Tagged "financial plan"

Children and Money: Give an Allowance, Get Out of the Way

Jun 28 2017

In my last post, I argued that you should give your kids an allowance so they can begin learning money management skills…

Children and Money: Teaching Them to Fish

Jun 26 2017

One of my favorite financial planner stories goes like this: A financial planner gets on a plane, tired after a long day.…

Retirement: Planning for Schedulers

Jun 20 2017

I know, some of you simply need a basic list of what to do when planning your retirement, and when to do…

Retirement: Planning in Threes

Jun 16 2017

Retirement has never been so complicated. How do we make our money last? How should we spend the last third of ever-longer…

How To Make the Most of Your 401(k)

Jul 11 2011

401(k) plans are getting a lot attention in the press lately, largely due to new rules coming out that require plans to…

Budgeting Does Work (If You Make It Easy and Fun)—Part 2

Jul 04 2011

Now that you have a sense of what you’re spending as a result of prior decisions, what you’re spending each week, and…

Budgeting Does Work (If You Make It Easy and Fun)—Part 1

Jun 27 2011

If you didn’t skip this blog post, you’re probably hung up somewhere in your life on cash-flow or budgeting.  Most of my…

You Can Maximize Your 401(k) and Its Returns

May 23 2011

If the bear market is not over – and I’m not convinced that it’s over – then what’s required right now to…

Making Sure Your Tools Still Make Your Plan Work

Apr 25 2011

The Los Angeles Times reported about a man in his 70s whose insurance policy premiums would have to increase to $510/month after…

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