Financial Planning Archive

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 …

Angling the Tax Code to Make Obamacare Work for You

Many people are worried about Obamacare and the impact it’s having on accessibility and cost. On the one hand the law guarantees coverage for students to a later age and to those previously uninsurable (among others). On the other hand, the law uses – in some cases – extreme cost increases to certain other types …

The Value of Higher Education

Author note: This is a follow up and continuation (and in some parts reiteration of my article The Future of Education… published 9/30/13…~Chris In the past year and half, I’ve been sharing a different perspective on the value of higher education than most people are familiar with. Let me use Charles Hugh Smith’s quote to …

Fix That Resume – Your Largest Asset Depends On It

Did you know your resume could be worth over $1 million? It could be. My reasoning is as follows… (cover photo courtesy of Juhansonin) Some time ago, I came across this neat article on how to frame a resume from Tammy Erickson in the Harvard Business Review: The Case of the Rolling Stone (that Gathers …