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Financial Planning

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Save For One Year, Retire With $1MM

Wednesday, June 18th, 2008

Most “retire with one million dollars” articles focus on slow and steady savings over the course of decades. That works of course, and saving regularly is a great habit to get in no matter how much money you have.
But if you’re young enough, with some concerted effort you can save for only [...]

To Save or Not To Save

Monday, March 31st, 2008

There is one basic difference between those who save and those who don’t.
We Savers (if you’re reading this you likely fall into that category) spend much of our free time reading and perhaps even writing about finance. We track our spending, set annual goals, and excitedly check our 401k balances periodically to see how [...]

Dang it! My Car Insurance is Going Up

Thursday, January 31st, 2008

Remember last summer wehn I wrote about how my insurance agent set me up with a new auto insurance policy and that by doing so, I was going to save $800 per year? If not, you can read about it here. The only difference that I could tell between the new policy and [...]

Solid Advice: ALWAYS Question Commissioned Salesmen!

Monday, December 10th, 2007

I remember being told during broker training for PaineWebber (now UBS) that if a prospect asked about fees or commissions that I was to basically show them the door. PaineWebber’s stance was that clients who bickered about fees weren’t going to be good clients. Of course there will always be people who want [...]

The Real Key to Acheiving Your Goals

Thursday, November 29th, 2007

It’s easy to turn your dreams into goals on paper, but you’re much more likely to acheive those goals–and be satisfied when you do–if they reflect your true values.

Treating Siblings Equitably: Financial Dilemmas

Saturday, November 17th, 2007

How does your family deal with the inevitable inequalities that arise where money is concerned? Most PF blog readers are probably the responsible, capable ones who secretly might resent your under-acheiving, financially-subsidized siblings.

Passive Income is the Key to Freedom–and Retirement

Friday, November 2nd, 2007

Passive income is the ultimate source of total financial freedom. You might think of “passive income” as a gimmick, complicated and risky investments, a very sophisticated strategy, or something that isn’t important to you, but you’re probably striving for it whether you realize it or not.

Millionaires Focus on Freedom

Monday, October 29th, 2007

Financial planners and “experts” love to look at people as individuals in a vaccuum. “Get educated!” “Save money!” “Start a business!” they preach, as though everyone is perfectly capable of doing such things but are somehow simply choosing not to.

A Look at an Equity-Indexed Annuity

Thursday, September 13th, 2007

After writing yesterday’s post on seminars, I decided to build a spreadsheet to analyze an equity-indexed annuity similar to the one my dad told me about. Now, it is important to note that there are LOTS of varaibles involved with annuities (particularly equity-indexed annuities). My illustration assumes something called a one year point-to-point, [...]

God Bless My Insurance Agent!

Friday, July 20th, 2007

Our homeowner’s insurance is up for renewal next month. I hadn’t received any notices or anything yet so I decided to call to see what our renewal rate was going to be. I had to leave a message and an hour or so later an agent called me back. She told me [...]

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