Archive - May 24, 2016

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Did you know the Serenity Prayer applies to your financial plan?
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You Want An Advisor Who Keeps You From “The Big Mistake”

Did you know the Serenity Prayer applies to your financial plan?

Many of us are familiar with the Serenity Prayer.  Most individuals understand there are areas of their lives which they can’t control, as well as areas which are entirely within their control.  Thankfully, having the serenity to accept, the courage to change and the wisdom to know the difference might just make the financial journey more enjoyable.

In financial planning, there are aspects which are “known” and entirely in your control.  There are also those things which are “assumed”, that may or may not be in your control and that can lead to an uncertain outcome.    A well-constructed plan dives …

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You Want An Advisor Who Keeps You From “The Big Mistake”

In Carl Richards’ new book, The One-Page Financial Plan, I read this section:

Real financial advisors stand between you and the Big Mistake

To a certain extent, the process of finding a real financial advisor is a qualitative experience. It boils down to the question “Can I see this person getting to know me well enough so that I can trust him to help me behave for the next twenty years of my life?” …

Remember, your financial advisor is the only one standing between you and the Big Mistake of buying high and selling low. You’re hiring them

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