Posts Tagged "financial planning"

Taming Financial Biases

Sep 16 2021

August 2021 Every year DALBAR, an independent researcher for the financial community, releases its report on what returns the “average” investor earns…

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…

The Bright Spots Exist in the Mortgage Market

Jul 18 2011

I remember this song taught to me as a kid that goes, “Stay on the sunny side, always on the sunny side,…

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…

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