Tag: financial planning

Do You Need To Own It To Use it?


Own only the things you must own to be able to use.

An Insight For Young People


It’s hard to balance lifestyle in three dimensions, but easier if you know you should.

Thinking About Life Insurance


Emotion can sell insurance. Reasoning can help clients buy and keep what they need.

A Little More Macro Thinking


Examining the context where businesses operate can give you insight into ones to avoid and ones to choose.

Usually, (But Not Always,) Micro Management Is All That Matters.


Old ways work, but they’re conditional on their context. We have not seen this context before.

Creditor Protection May Matter


You do not need to play all-or-nothing games with your retirement money.

Where Developing Wealth and Wisdom Begins


Organize before you start choosing methods. “Organizing is something you do before you do something so that when you do it, it is not all mixed up.” A.A. Milne

When Planning Doesn’t Work


Financial planning is easier than you think when you get the steps right.

Good Planning Is Not Automatic


Assume nothing. Planning is easy in prospect, but hard to implement.

Where The Why In Financial Planning Comes From


No plan works without motivation. Knowing why overcomes random actions and confused purpose.

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