Tag: financial planning

Where The Why In Financial Planning Comes From


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

The Order You Solve Problems Matters


A way to order life’s challenges to make solution easier.

What Is ECOLACY?


Learn to match your needs with what is available to you.

Have A Vision For Personal Financial Planning


Keeping the vision straight will make the methods easier to implement.

Refining How You Advise Your Clients


Addressing the client’s needs from their viewing point helps improve acceptance of your proposal.

What’s a Petro-Dollar? Does It Matter?


We take the value of money for granted. It could change quickly. Are you ready?

Justice Delayed Is Justice Denied


Guessing what the laws mean is a very weak tactic

A Serious Question In Financial Planning


Knowing what something is doesn’t tell you as much as what it is for

Financial Planning Involves More Than Money


How society organizes is important to the future you and your children will experience.

Is There A Housing Bubble?


Try not to compare to other bubble breaking outcomes. The pricing factors are different.

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