Forget Keeping Up with the Jones’—Try Beating Them!
Submitted by Concierge Financial Planning, LLC on April 8th, 2018
“Arghhhh,” I head from the basement as I puttered around my kitchen on Sunday morning.
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Six Steps to Financial Peace-of-Mind
Submitted by Concierge Financial Planning, LLC on March 3rd, 2018
“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?
Olympics and Investing: The 1% Difference
Submitted by Concierge Financial Planning, LLC on February 19th, 2018
“Does 1% really make any difference?” John asked. We were discussing John’s cash and emergency savings.
Go to the Gym for Lower Insurance Premiums
Submitted by Concierge Financial Planning, LLC on February 5th, 2018
It stands to reason that, people who manage to get to the gym on a regular basis are generally healthier people.
False Visions of the Future
Submitted by Concierge Financial Planning, LLC on January 21st, 2018
The 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?
Sisterly Love: Using Adult Siblings to Fund College Savings
Submitted by Concierge Financial Planning, LLC on January 7th, 2018
“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.
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!
Start Small to Retire Big
Submitted by Concierge Financial Planning, LLC on December 9th, 2017
“I’ll never retire,” Jack said with exasperation.
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.
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:
