How Much Should a Financial Planner Cost?

“Not everything that counts can be counted; and not everything that can be counted counts.” –Albert Einstein “Spending can be investing – if you spend on the right things and really use them.” —Ramit Sethi How are financial planners like vacation timeshare salespeople? Read on and you’ll find out plus you’ll learn how to actually […]

Create More Paydays to Curb Your Spending

“For a lot of people, the weekly paycheck is ‘take-home pay’ because home is the only place they can afford to go with it.” –Charles Jaffe When I was in the military, we were paid at the end of each month. It was nice getting that leave and earnings statement (LES), which was the document […]

The Four Questions You Should Ask BEFORE Hiring a Financial Planner

“It is not the answer that enlightens but the question.” –Eugene Ionesco Let’s face it. I’m a Certified Financial Planner. I’m trying to convince you that, even if you think that you can do it yourself, it’s not worth the time, effort, energy, and risk to try to find all of the various bits and […]

Does Your Financial Planner Really Need to be Local?

“They usually have two tellers in my local bank, except when it’s very busy, when they have one.” –Rita Rudner I recently attended a seminar about the state of the Fort Worth and Dallas housing market, put on by the real estate editor of the Dallas Morning News. He was talking about how demographic trends […]

I’ll Get a Financial Planner When I Have Money

“If something’s hard to do, then what’s the point?!” –Homer Simpson I try to make my fair share of networking events so that I can foster my weak connections. Most of the people I wind up meeting are mid-level executives, HR directors, project managers, account managers, and the like. I’m usually the oddball in the […]

Why Does Financial Planning Affect Your Net Worth?

“If you don’t know where you are going, you’ll end up someplace else.” –Yogi Berra Hey! Psst! Could you use an extra $185,750*? *It’s an average. No guarantees. YMMV. We all could, right? Want to know how? Read on. $307,750: Median wealth of investors who did financial planning, vs. $122,000 for nonplanners. #MONEYnumber — Money […]