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Category: Overall Financial Health

Language Fail in the Land of Financial Planners: The Smooshing Together of Financial Planning and Investment Advising

Hey kids! The FP50IBD for 2014 is out, and it’s a real humdinger! What’s that you say? You’re wondering what that nasty looking little squirt and a half of letters and numbers all strung together in that first paragraph means, are ya? Please allow me to introduce . . . […]

Nearer Thy Financial Numbers to Thee: January is the Best Month for Updating Your Understanding of What the Numbers in Your Financial Life Look Like

In a piece I wrote last week, I mentioned that lots of people have at best only a vague idea about what the numbers in their lives look like. I also added that this I-see-nothing approach to one’s financial life is, to say the least, not optimal, and then I […]

Top 10 Determinants of Your Current Overall Numeric Financial Health

Time and time again I read that the Internet loves Top 10 lists. So in the interests of having more lovable things in the world, here ya go:  Top 10 Determinants of Your Current Overall Numeric Financial Health 1. Your Money-Out has always been considerably less than your Money-In. 2. […]

The Decades Leading up to Retirement: Where Should You Be?

Recently I’ve had several conversations with 30-somethings looking to me for help in improving their overall financial health. Happy feelings ensued. It’s every financial planners’ delight, I say to them, to see people your age smart enough to be getting into action on improving their overall financial health with the help of […]

Post-Election Financial Health Takeaways

Elections have consequences — sometimes quickly and obviously, sometimes over the long-run, and sometimes not so much. Last week’s election stands a good chance of being consequential. It stands a good chance of being quickly and obviously consequential due to the oncoming rush of the fiscal cliff. And it has […]