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Category Archives: Goal Based Financial Planning
Make Your Financial Plan Cohesive
Does Your Financial Plan Stick Together Like Play-Doh? It’s goo-ey and your kids are so creative with this stuff, right? When they’re done, somehow that play-doh finds its way all over your house. I once found some inside a can … Continue reading
Crucial Ingredients for Retirement Planning
Baking Your Very Own Retirement Planning Cake In the Olympics, you may have had a chance to watch a track and field superstar win a gold medal. Once they cross the finish line, their sheer excitement, happiness, and pride for … Continue reading
Family Finances
Hey Honey, Let’s Deal With Our Money You are in the car with your husband, wife, or significant other. You are on a road trip and your navigation isn’t working. You pull over and ask for directions. You both pretend … Continue reading
Financial Maintenance – Floss Your Money
Do You Floss Your Money? You are at the dentist. As you’re getting your teeth cleaned, the inevitable question comes . . . Are you flossing? Oh man. I start fumbling my answer . . . “Yes, I do . … Continue reading
Put That Idle Money to Work
Is Your Money Just Sitting There? You have idle money just sitting in your bank account, earning very little interest and twiddling its thumbs. It has hair on it, a little mold and probably a little fungus. You’re not sure … Continue reading
Automated Savings Plan – Set It and Forget it
Who Owes You Money? Does anyone owe you any money? Maybe someone owes you some cash from dinner the other night. The US government owes you some dough but how much longer will Social Security be around? You know who … Continue reading
Charitable Giving
Philanthropy is Full-Anthropy Has anyone ever asked you what you would do if you had all of the money in the world? Most commonly, people respond with, “I’d buy a bigger house or travel.” This is often followed by, “I’d … Continue reading
Posted in Goal Based Financial Planning, Taxes
Tagged charitable giving, charities, tax deductions
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Retirement Planning – Expand Your Horizons
Go for the Gold with Retirement Planning Every now and then, I ask my 8 year old son what he wants to be when he grows up. After he switched his answer from a fireman, to a policeman, and now … Continue reading
Posted in Goal Based Financial Planning, Retirement
Tagged financial planning, retirement planning
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Financial Planning: How to Get What You Want
How Long Were You Really in the Shower? Do you ever ask yourself, where did the day go? Does your spouse or significant other keep telling you to put your iPhone or Blackberry down? Are you looking for the next … Continue reading
Posted in Fun!, Goal Based Financial Planning
Tagged budgeting, financial planning, investing, money
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Hey Snooki, One Day You’ll Be Fahklempt
You are hot now, but you may not be making good money in a few years. You could be the next Erik Estrada, Milli Vanilli, or MC Hammer. What happens if you are peaking in your career right now? What … Continue reading
