Tag: financial planning

Context In Financial Planning


There are no do-overs in life. Get ahead of what is likely to happen and work at staying there.

Planning and Balance


Happiness requires balance

How Much Is A Tax Advantage Worth?


More people overpay tax than underpay.

Principle Based Planning


Using principles as your planning foundation provides big rewards.

Simple Is Easier To Operate


Simple is harder to get to, but it works better.

Nature Has Its Own Speed


Understand the foreseeable business traps

Cooking Up A Financial Plan


If you can make a grilled cheese sandwich you can execute a financial plan

Understanding The Future


We all will live in a future we cannot predict.

Find An Advisor


Perfection is a costly trap. Avoid it.

Decisions, Guarantees, and Negotiating


Every decision is two part. Do this and as a result, don’t do that.

Moneyball And Life


The conventional way may not be the right way.

Behavioural Rules Are Not Immutable


Understand context before you make crucial decisions

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