May 2015 - PlanVision

In Advisers, Agents, Expectations, Fees, Financial Planning, Future, Goals, Happiness, Inspiration, Motivation, Past, Retirees, Retirement

Posted May 18, 2015

Why My Mother-In-Law Should Be Your Financial Adviser

BECAUSE SHE WOULD RECOMMEND THAT YOU USE THE VANGUARD TOTAL STOCK MARKET INDEX FUND! While we don’t normally talk much business, she recently sent me a link to a story referencing this [...]

By mark

In Agents, Fees, Financial Planning, Goals, Happiness, Insurance

Posted May 18, 2015

How We Saved 32% on Our Homeowners and Auto Insurance!

WE SHOPPED AROUND! Nothing too complicated. A better question might be why did it take us so long to do this. Unfortunately, I was under the impression that once you were with a carrier, and [...]

By mark

In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Happiness, Inspiration, Investments, Motivation, Past, Retirement, Sales

Posted May 14, 2015

Just 2 Hours a Year For the Rest of Your Life

IT WOULDN’T KILL YOU TO SACRIFICE TWO HOURS A YEAR, WOULD IT? What would that amount to? One movie? A couple of TV shows? Some useless time surfing the web? Watching your local sports [...]

By mark

In Asset Allocation, Expectations, Financial Planning, Forecasts, Future, Goals, Happiness, Investments, Retirees, Retirement, Risk

Posted May 14, 2015

Your Investments Will Lose 48% – Time to Panic (Part 2)

HOW WOULD YOU RESPOND IF YOUR INVESTMENTS LOST 48%? WOULD YOU PANIC? In part 1 we discussed how you might be impacted if the markets experienced a large sell-off. In addition to seeing the [...]