This blog is a wrap-up of the last one where we talked about the first of six key areas in your finances, your Current Position. What have we learned If you have developed your Current Position you will have a budget and an asset/liability statement showing what you own and what you owe. You’ll know …
It all started on June 24th-the stock market’s reaction to the UK leaving the EU. The Dow Jones Industrial Average dropped from just over 18,000 to barely above 17,400 in one session. Britain’s exit–Brexit–had surprised almost everyone and markets don’t like surprises or uncertainty. With an over 500 point drop in one day could this be the …
Getting started In an earlier blog I listed some challenges of improving yourself financially starting with finding a professional to help you. This blog will go into more detail about how to find that special person. Let me say at the outset there are any number of sources for advice on this topic. Google “finding …
Be a Good Son or Daughter Mother’s Day 2016 has just past. Almost time for a mid-year check-in on progress. Would Mom be pleased with your performance? No one wants to disappoint their mother, ever. But we know that is a tall task. Mom always has high expectations for us and knows we can meet them …
BREATHE IN; LET IT GO Release that anxiety that has built up over multiple days of market declines. The sun will come out tomorrow or soon. Ten days ago I starting writing a blog that asked the question, “How do you think we did in 2015?” Before I had a chance to put it up 2016 had …
I’m often caught up by words or phrases in popular songs and think they would be a good theme for a blog. Michael Jackson’s “MAN IN THE MIRROR” lyrics are an example. Although I don’t connect with all the lyrics, the following verse certainly resonates with me; “I’m starting with the man in the mirror, I’m …
Financial Planner or …? When I started working with clients a little more than 25 years ago I was a Financial Planner(FP) working through IDS Financial Services, helping clients understand the steps they could take to accomplish their life goals. Naturally life goals require some amount of money and for most of us money is …
And so How Are We Doing… As of June 29th, 2015? Richer than yesterday or poorer? The stock markets were generally down. The S&P 500 lost about 2%. So our financial wealth is probably a little lower. Perhaps we had gains in other aspects of our life: met a new friend, helped someone who was …
The Wonderment of Life Neil Diamond sings “Done Too Soon,” a song about life. He lists several people–good and bad, ethical and criminal, some from the past century and some who lived much longer ago. Some who mostly gave and some who mostly took. Some died young and some were very old. But they all …
Some Things are Simple but Not Easy So what are we talking about today? Number 1, that’s YOU. Taking care of yourself happens when you do the right things. Most of them are simple and easy. I’ll give you a list of these at some point. Some are only simple, and not so easy. I’ll give …