Archive for financial planning
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Choosing a Financial Planner That is Right for You
While it’s possible to be successfully manage your finances without a plan, those who create an actual financial plan are more likely to prosper in their personal finance lives. And, while it is certainly possible to create your own financial plan, the fact of the matter is that it can help to have fresh eyes [...]
Ideas On Cyclical Investing: What to Do When Markets Are Up, What To Do When They’re Down
In this article, I share some thoughts on what I think you should try to take advantage of when markets are up vs. down. It may sound like market timing, but that’s not exactly what I’m referring to. Certain financial moves are more wisely made in “up” markets and vice versa.
How To Save Money, Invest, Pay Off Debt, Travel and Still Live The Life of Your Dreams
We all know what we need to be doing to get our financial act together; the problem is doing it. I’m assuming you don’t want to have a six-figure income if it means you’re also one million dollars in debt. The trick to paying off your debt, saving for Costa Rica, buying a second home, and still socking cash away for retirement is to do ALL of these things all at once.
