Category Archives: Financial Planning

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Do want a different perspective on things?

My small book enlightens and amuses readers with a new perspective on the world around them. I invented this unique style of book, called Quipped Quotes, that combine classic quotes with my unique quips about those quotes.

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If you prefer books made of paper, then I’d be happy to send you one if you’ll cover the cost of shipping and handling of $4.95.

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How Good is Your Financial Plan?

Most people don’t have a great financial plan, if they have one at all.

Start here for FREE with my Financial Plan Grader.

Simply answer the questions and you’ll receive a detailed report on what you are doing right and how you can improve your financial situation.

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Financial plan grader creates the perfect starting point for you as it identifies the areas in which you need work and then provides you education on what to do.

You will not be sold any products or services nor see any advertisements. You will not be asked to reveal any numbers, accounting data, or personal information.

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There are no wrong answers. Your results will automatically be available to you online and as a downloadable PDF document.

There is no faster, easier, cheaper way to improve your financial life.

Financial Advice and Critical Thinking

The requirements for a fiduciary focus on putting your clients interests first. The investment industry fights legislation to make this a law applicable to everyone.

Even a novice critical thinker would conclude that they fight this potential law because it will reduce their profits – which it would.

So it’s no surprise to read in today’s Politico’s Money Money by Ben White the following: Continue reading Financial Advice and Critical Thinking