GO AHEAD – SPEND MONEY. YOU HAVE MY PERMISSION
EVER FEEL GUILTY ABOUT SPENDING MONEY? Many people do. I hear this frequently from clients. For example, during a call with a client a few weeks ago she mentioned that “we probably spend [...]
MY MOTHER PASSED AWAY
MY MOM PASSED AWAY ON THE MORNING OF SATURDAY, FEBRUARY 25TH. I flew back to Tacoma to see her but she had passed before I arrived. I AM THANKFUL TO BE HER SON. You only get one Mother and I [...]
By mark
In Advisers, Agents, Expectations, Fees, Financial Planning, Forecasts, Future, Goals, Inspiration, Motivation, Retirement, Risk, Sales, Uncategorized
Posted Getting Bad Advice and Getting Frustrated Too
I drive a Honda Accord and the battery recently died. So the radio wouldn’t work. What a disaster, right? For a few days I had to drive around and just think to myself. How painful! The [...]
By mark
Posted What To Expect From Your Investments
Recently, a friend inquired with me about the quality of advisement he was receiving on his investments. He uses a conventional investment firm, a household name in the financial services [...]
Avoid the Maze – Do Your Plan in 30 to 45 Minutes
This image does a great job of presenting how middle class people should get their retirement or financial plans done. If you can avoid all of the unnecessary nonsense and sales crap (the [...]
It’s Just a Plan – Relax!
So you did a financial or retirement plan. Congratulations – right??!! That is a good thing (unless you ended up buying or investing in crappy products because of it – ooops!). I am happy for [...]
Retirement Planning, Expenses, and Withdrawal Rates
I read many retirement planning blogs. Some of them are really, really good and have useful information. Some of these are also very technical in nature and seem to be written for actuaries or [...]