Financial Planning Archive

Getting Financially Organized in the 21st Century

Being financially organized in the 21st century can be simple and easy. However, it may take some time. Moreover, my articles and videos are for people who are serious about making smart choices with their money. Therefore, even though this article will be a bit detailed, for serious people, I am sure they will appreciate it.  …

Financial Planner Better Than a Therapist?

Is a financial planner better than a therapist? In his October 2015 article, financial columnist Lou Carlozo listed 7 Reasons Your Financial Planner Can Replace Your Therapist. Here’s my video analysis followed by some written content below:   Financial Planner Better Than a Therapist – Analyzed In my video, I analyze the 7 ways listed by Carlozo. …

Retirement Debt – Sinking Boomers’ Dreams

Retirement debt is the problem that boomers didn’t think they’d have… Sherry* should be retired. She has nearly paid off her 3 family home in a desirable metro area. She has saved over $500,000 in her retirement accounts. And she can count on a social security check, 2 rental incomes and income from her retirement account. But …

Workplace Benefits: Making Smart Choices When You Change Jobs

Understanding Workplace Benefits… Congratulations on your new position! I know the last thing on your mind are your new workplace benefits. Because I’m sure you are full of excitement about your success. You competed against a few other very qualified candidates and you came out on top. And now you have an exciting new challenge. …

Second Chance to Clean Up Your Portfolio

Typical Market Bounceback Gives Investors One More Chance to Reallocate I will repeat what I shared on WHA’s Facebook page and Twitter last week: Just Another Dip to Buy? The funny thing is that many will just assume another small correction on their march to unlimited profits. They won’t pay attention to details such as: …

Financial Planning for Young People – Video

 Financial Planning for Young People – Video Outline This is an important article not only for young people just starting out.  It’s also for people like some of my clients. They have adult children and ask me to advise them as they start out. Here’s my primer: Hundreds of financial advice articles come out each week explaining to …