Financial Planning


Dec

28

2017
2017 Favorites

2017 Favorites

I’ve been on a blog post hiatus since mid-year but I haven’t stopped exploring all the other great content being shared around the Interweb.  Throughout the year, when I read, listen or watch something that I think is uniquely good,...

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May

12

2017
Can You Imagine?!

Can You Imagine?!

Earlier this year I came across an interview with Adele Martin, a successful financial advisor in Australia (XYPN Radio Podcast Ep #74).  Adele discussed changes that Australia’s regulatory bodies have adopted in recent years to protect consumers from poor but...

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Mar

23

2017
The Social Security Hedge

The Social Security Hedge

Most readers of this blog are pre-retirees who probably haven’t given much thought to Social Security.  For the majority of us, other than the hefty 6.2% of every paycheck that goes towards FICA, Social Security is an afterthought.  But even...

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Mar

03

2017
Kudos to the Robo-Advisors

Kudos to the Robo-Advisors

A friend of mine recently asked for my thoughts on an automated investment service she’d been hearing a lot about.  As an attorney, she wondered if it was the investment industry’s version of Legal Zoom, a popular web-based legal service...

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Feb

17

2017
Risk and Uncertainty

Risk and Uncertainty

In our day to day lives, the terms risk and uncertainty are often used in the same breath.  There is a difference, though.  Risk and uncertainty are not one and the same.  In More Than You Know, Michael Mauboussin had...

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Feb

10

2017
Sequence of Return Risk

Sequence of Return Risk

Have you heard about “sequence of return risk”?  Probably not. Too often do those of us inside the industry take our knowledge for granted.  Assuming average investors understand the complexities of finance can lead to confusion and lack of clarity....

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Feb

03

2017
Real Financial Planning

Real Financial Planning

Few people have been more influential to my financial planning philosophy than Carl Richards. Carl recently wrote a piece outlining three major traits that “real” financial advisors must have (What It Means To Be A Real Financial Advisor).  Advisors following...

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