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Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

Expert advice for all walks of life

As a Fee-Only advisor my fiduciary duty is to you alone.
Professional, practical, achievable solutions for your peace of mind

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The World Cup of Financial Planning

Submitted by Concierge Financial Planning, LLC on June 24th, 2018

The World Cup is off to a great start. No sooner had I filled out my statistically based bracket, and the underdog Mexican team defeated the favored Germans. The revelry in Mexico allegedly set off a small earthquake! As you watch this exciting international contest this summer, keep in mind that the FIFA teams can teach us about more than just soccer.

Tags:
  • Financial Planning Fundamentals
  • Insurance
  • Investing
  • Read more

Do Annuities Belong in Your Retirement Portfolio?

Submitted by Concierge Financial Planning, LLC on May 18th, 2018

blog-05182018.jpegThe growing demand for more predictability and security planning for retirement income has led an increasing number of retirees and pre-retirees to look to annuities as way to provide more stability in their investment portfolios.

Tags:
  • Investing
  • Retirement
  • Read more

Forget Keeping Up with the Jones’—Try Beating Them!

Submitted by Concierge Financial Planning, LLC on April 8th, 2018

blog-0404018-01.png“Arghhhh,” I head from the basement as I puttered around my kitchen on Sunday morning.

Tags:
  • Behavioral Finance
  • Financial Planning Fundamentals
  • Lifestyle
  • Retirement
  • Social Security and Medicare
  • Read more

Six Steps to Financial Peace-of-Mind

Submitted by Concierge Financial Planning, LLC on March 3rd, 2018

blog-0122018-01.png“What about rising interest rates and the growing deficit?” asked Sue, a retiree, in a panicked tone of voice at a recent investment club meeting. “Isn’t anybody worried about these things?

Tags:
  • Behavioral Finance
  • Financial Planning Fundamentals
  • Read more

Olympics and Investing: The 1% Difference

Submitted by Concierge Financial Planning, LLC on February 19th, 2018

blog-0122018-01.png“Does 1% really make any difference?” John asked. We were discussing John’s cash and emergency savings.

Tags:
  • Current Events
  • Financial Planning Fundamentals
  • Investing
  • Saving
  • Read more

Go to the Gym for Lower Insurance Premiums

Submitted by Concierge Financial Planning, LLC on February 5th, 2018

blog-0122018-01.pngIt stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people.

Tags:
  • Insurance
  • Lifestyle
  • Read more

False Visions of the Future

Submitted by Concierge Financial Planning, LLC on January 21st, 2018

blog-0122018-01.pngThe financial experts know a lot more about the markets and how the markets will perform in the future than the ordinary rest of us.  Right?

Tags:
  • Behavioral Finance
  • Current Events
  • Investing
  • Read more

Sisterly Love: Using Adult Siblings to Fund College Savings

Submitted by Concierge Financial Planning, LLC on January 7th, 2018

blog_sisterlyLove.jpg“You’re doing what?” inquired Tim incredulously. Tim and I were discussing college savings for his 10th grade daughter, and he knew that I too was saving for college for my high school daughter and college son. “You heard me right the first time,” I said, “my 25-year-old is funding his siblings’ 529s.”

Unfortunately, Tim doesn’t have the same secret weapon that I have and so can’t take advantage of my strategy.

Tags:
  • College Planning
  • Investing
  • Saving
  • Read more

A Financial Planner's Holiday Gift Guide

Submitted by Concierge Financial Planning, LLC on December 18th, 2017

A Financial Planners Holiday Gift Guide

Still wondering what to give your loved ones for the holidays? If you really want to make a difference in their lives, I have three great gift ideas. All are based on the belief that people remember the way they feel far more than they remember what they see or hear. All these gifts will guarantee your loved one an incredible feel-good holiday!

Tags:
  • Current Events
  • Lifestyle
  • Read more

Start Small to Retire Big

Submitted by Concierge Financial Planning, LLC on December 9th, 2017

work retire_12112017.jpeg“I’ll never retire,” Jack said with exasperation.

Tags:
  • Financial Planning Fundamentals
  • Retirement
  • Saving
  • Read more
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Categories

  • Behavioral Finance (12)
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  • IRA/401K/403B (4)
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