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Monte Carlo Analysis & Your Retirement
Category: Financial Planning » Cashflow
Let's look at the Monte Carlo analysis and what it has in common with your financial plan.
Running and Saving: A Lot’s the Same!
Category: Financial Planning » Cashflow
My time in the financial industry has made me realize that saving is a lot like running. You do not necessarily always want to do it, but you know that it’s good for you and for your future.
Balance Sheet Liquidity: What Is It? How Do I Approach It?
Category: Financial Planning » Cashflow
I am extremely fortunate to work with many different types of clients. Some of my favorite clients are the owners of privately owned businesses. There are always opportunities to have conversations that go well beyond managing investments.
Time to Revisit Your Cash Reserve Fund
Category: Financial Planning » Cashflow
Nearly four out of ten Americans lack enough money to cover an unexpected $400 expense? The statistics on this have remained consistent over the years. One of the first steps in building a strong financial foundation is creating an emergency fund. The idea is to prepare for the unexpected expenses of life.
Gifting with a Purpose: Practical Strategies to Positively Impact Your Next Generation
Category: Financial Planning » Cashflow
Because saving money early and often can be difficult, consider how you might help those closest to you to do more of it. Here are some scenarios and ideas.
Money Can’t Buy Happiness, or Can It
Category: Financial Planning » Cashflow
The book Happy Money: The Science of Happier Spending by Elizabeth Dunn & Michael Norton has changed the way I think and feel about spending. It’s based on academic research that identifies ways that spending can increase our joy, something I didn’t think possible before reading this book!
Financial Risks That Are Not in the News
Category: Financial Planning » Cashflow
Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Tax Planning Strategies For 2019: How Can You Act Now?
Dave Farnsworth of McGowen Hurst Clark Smith explains a few different ways you could reduce your tax liability in 2019.�
Financial Mechanic’s Toolbox: DIY or Expert Help?
Category: Financial Planning » Cashflow
I’d love to be the person who can tell you why a car squeaks when you drive it and who could fix it. But as time goes by and I haven’t developed those skills, I’m coming to grips with the fact that it probably just isn’t in my wheelhouse. It’s not that I couldn’t learn, it’s that I’d rather focus on and learn about other things. There comes a point with your personal finances when you need to decide what you’ll do and what you’ll pay someone else to do.