Skip to main content

Concierge Financial Planning, LLC

  •  Tel: (908) 756-3553
  •  Email: ann@conciergefp.com
  • Client Login to MoneyGuidePro
  •  
  •  
  •  

Concierge Financial Planning, LLC

  • Home
  • About Me
    • About Me
    • Affiliations
  • My Services
    • Financial Planning
    • Retirement Planning
    • The Process
    • FAQ
  • Resources
    • Client Resources
    • Concierge Financial Planning in the News
    • News You Can Use
    • Learning Center
  • Blog
  • Contact

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

  Previous   Next

    You are here

  1. Home
  2. Blog

Blog

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

The Economic Myth-Destroyer Gets his Due

Submitted by Concierge Financial Planning, LLC on October 15th, 2017

Imagine a person who always, in every circumstance, makes rational decisions with his money.  He saves when he ought to and spends exactly as he should spend, in order to maximize the “utility” of whatever wealth he happens to possess.  He defers gratification with ease.  When he invests, he has instant and total access to all possible information related to every item in his, including the details of every company’s financials and any impactful world events, even if they haven’t reached the news media yet.  If he found a $100 bill on the sidewalk, he would immediately go out and invest it in a steel mill.

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

Tax Reform—or Not?

Submitted by Concierge Financial Planning, LLC on October 2nd, 2017

You can be forgiven if you’re skeptical that Congress will be able to completely overhaul our tax system after failing to overhaul our health care system, but professional advisors are studying the newly-released nine-page proposal closely nonetheless.  We only have the bare outlines of what the initial plan might look like before it goes through the Congressional sausage grinder:

 

Tags:
  • Current Events
  • Tax
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • next ›
  • last »

Tell a Friend

Subscribe to my Newsletter

Categories

  • Behavioral Finance (11)
  • Budgeting (5)
  • Charitable Giving (2)
  • College Planning (2)
  • Current Events (19)
  • Debt (3)
  • Employer Restricted Stock & Options (1)
  • Financial Planning Fundamentals (25)
  • Insurance (6)
  • Investing (29)
  • IRA/401K/403B (4)
  • Lifestyle (13)
  • Retirement (36)
  • Saving (12)
  • Social Security and Medicare (6)
  • Tax (6)

Subscribe to My Newsletter

1371 Cooper Road
Scotch Plains, NJ
07076 United States

Disclosure

  •  Tel: (908) 756-3553
  •  ann@conciergefp.com
  •  
  •  
  •  

© 2021 Concierge Financial Planning, LLC. All rights reserved.

Website Design For Financial Services Professionals