moneyFYI
Financial Freedom Is Merely Organized Common Sense
Tag: Financial services
Can You Distinguish Between Mozart and Meat Loaf?
Financial literacy is an interesting subject. I think that is like the curse of “interesting times.” What does it mean? On Monday, Richard Charter of fee based financial planner Newport Private Wealth in Toronto, phoned about one of my blog articles. Financial Planning and… Continue Reading “Can You Distinguish Between Mozart and Meat Loaf?”
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Financial Planning and Garden Sheds
Financial planning is like building a garden shed. Building it is simple enough that you and a helper can do it, but complicated enough that you will need to be organized. There are three layers to the plan just as there are three layers… Continue Reading “Financial Planning and Garden Sheds”
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Don’t Take A Knife To A Gunfight
What, if any, is the duty of a financial adviser to educate their client as to macro and micro economics, taxation, psychology, longitudinal spending models, mortality and morbidity models, financial products and processes, financial planning in general, their plan in particular and how they… Continue Reading “Don’t Take A Knife To A Gunfight”
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Financial Planning – Use A Guide or A Map
Financial planning is a troublesome and important endeavor. It’s important because a problem anticipated is a problem solved and it is troublesome because projecting the future relies on the past to provide the pieces that build the model. The future might be based upon… Continue Reading “Financial Planning – Use A Guide or A Map”
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Why Do Insurance Advisers Do It?
Insurance is subtle. Life insurance and living benefits like income protection and lump sums for catastrophic injury or illness are especially so. Advisers have the frequently unpleasant task of trying to explain the subtlety of the product to self-professed bulletproof prospects. It does not… Continue Reading “Why Do Insurance Advisers Do It?”
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