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Tag: Excel

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 . . . […]

The Death Tax is Dead

Michael Kitces, presenting at the FPA of San Francisco this past week, unleashed a number that knocked my socks off. He said that the number of estates paying the estate tax in a typical year under our current estate tax regime is in the neighborhood of three to four thousand. […]

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 […]

The Deviling Number in Some People’s Lives

Lots and lots of people have a devil in their financial lives. This particular devil comes, not in a blue dress, but in pure, unadulterated numeric form, and is always in the double digits. For many of these bedeviled people, if somehow that double-digit-devil number were to miraculously change into […]

Knowing the First Thing About NPVs

Those of you who have worked with me or have read my Services Overview FAQ know that I am all about teaching people to fish, rather than giving them a fish, as in the saying, Give me a fish, and my hunger will be satisfied for a day, but teach […]