Archive - September 5, 2017

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Comprehensive Financial Planning – Explained
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Are You Undermining Your Retirement Goals?

Comprehensive Financial Planning – Explained

albert-and-the-puzzle-by-emdotFrom time to time, the question is asked of me: What exactly makes up a comprehensive financial planning engagement?  Since you know from reading about my practice that I operate in an hourly, fee-only fashion, you should know that a truly comprehensive financial planning engagement requires 10 to 15 hours of effort (or more) by the financial planner.

What exactly makes up a comprehensive financial planning engagement?

Each individual situation is going to be different, and so your mileage is likely to vary from my explanation.  What I’ll do, as a starting point, is list out the areas that are …

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Are You Undermining Your Retirement Goals?

Despite your best intentions, Time.com points out ways you might be sabotaging your own retirement plan. You have visions of the day when you will not have to go to work everyday and can enjoy your family and favorite activities but you might undermine your retirement goals if you do the following:

Obsess about the market/Rely on unrealistic expectations

The article says, “…if you give in to the urge to overhaul your investment strategy every time stocks there’s the threat of a setback in the market, you run the risk of making moves that may seem prescient at the …

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