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Financial Planning

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What Percent Are You?

Friday, August 24th, 2012

Click on the graphic, which will take you to a WSJ landing page where you can enter your income and see where you rank in the whole “1%er scheme of things.” My wife and I have a long way to go before we are 1%ers.

AFM Reader Question: Roth IRA for Emergency Fund?

Friday, May 25th, 2012

I received the following email the other day: I read a blog post a few weeks ago at about using your Roth IRA as an Emergency Fund. Here’s the blog post: Does Using a Roth IRA as an Emergency Fund a Good Idea? I’ve been following your blog for several years now (you even […]

Quote of the Day – Annuities

Friday, September 23rd, 2011

I would like to get into the habit of posting a quote of the day every day but for now I’ll post them when I come across them. Today’s (rather long) quote comes to us from the pages of The Ultimate Financial Plan: Balancing Your Money and Life* by Tim Maurer and Jim Stovall in […]

PLEASE Make Your High School Kids Watch This Financial Planning Video Series!

Wednesday, July 13th, 2011

I just found this on YouTube this morning and have been working my way through the videos. This is very well done except that it’s hard to hear the questions from the audience. Regardless, if you want to give your kids something that will have a positive impact on their lives, have them watch this […]

My Advice to Those Just Starting Out: Keep Good Records

Wednesday, January 5th, 2011

I spent the entire weekend organizing our files. I don’t know about you but going through files is like taking a walk down memory lane. There were the documents from our first mortgage (1999), medical files from my wife’s three pregnancies, pay stubbs going all the way back to 1998, 401(k) statements going all the […]

A Baker’s Dozen of New Year’s Resolutions for Investors

Tuesday, December 14th, 2010

Larry Swedroe sent me this email yesterday and I thought it was worth sharing. Each new year brings with it the opportunity to get a “fresh start.” Among the traditional New Year’s resolutions are to lose weight, get in shape and quit smoking. The following are my suggestions for resolutions for investors. 1. If you […]

Another Equity Indexed Annuity I Would Avoid

Friday, September 10th, 2010

My friend, Allan Roth, posted an article today about an equity indexed annuity that he came across (you can read Allan’s piece here). It’s an interesting piece that details certain tricks that companies use in order to lure people into their products. I want to focus on his trick #2 – “average annual” return. According […]

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