That’s a question I like to ask my clients when they come to meet me for the first time. It helps me to find out where the client is coming from, and what they understand about financial planning. So what … Continue reading
Category Archives: Financial Planning
27 March 2012
What Is Financial Planning?
9 March 2012
You Won’t Ever Hear Me Say the Word, but…
So here’s a word I’ve never seen before. concinnity 1. internal harmony or fitness in the adaptation of parts to a whole or to each other. I’d never seen it, never heard it, and I’m not exactly sure who on … Continue reading
9 March 2012
Where should I invest My Money?
You’d think there’d be an easy answer to that question. I’ve heard it so many times. But it’s always a challenge. And that’s exactly how it should be. For one thing, this one question triggers so many others. What does … Continue reading
2 March 2012
My old Financial Advisor never asked me That!
President Obama was still in law school. Steve Grogan was suiting up for the Patriots. Lady Gaga was 3-years-old. It was 1989, the year I got my first real job – and my first real sense of what I wanted … Continue reading
24 February 2012
Financial Planning is like Coaching Football
Football fascinates me. It’s all the thinking that goes into a particular game, the strategy and the preparation. A coaching staff breaks down an opponent’s strengths and weaknesses and devises a game plan that accounts for its own team’s strengths … Continue reading
24 February 2012
How to Invest your Money
How to Invest: Don’t Make a Mountain out of a Mole Hill How do you invest the money you save? In investing, we want a clear-headed, straightforward approach. Unfortunately, there’s so much information out there — and so much hype … Continue reading
9 February 2012
Financial Planning – Time Marches On
Time marches on… What are you doing with your money? I often speak about the importance of investing for the future and planning for your retirement. Some have taken my advice, and many have not. That might simply be because … Continue reading
13 December 2011
This LPL Financial Advisor aint afraid of no Ghosts!
It’s funny to think about the old stereotype of the bean-counting accountant. You know, the old-school CPA, the super-nerd who is wound up tight like a top. On a cross-country flight recently I stumbled upon Ghostbusters, the classic science-fiction comedy … Continue reading
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