Just last week, I got a phone call from a woman who lives in the Atlanta area. Let’s call her Robin. Robin is 63 and her Mom passed away recently. She apparently found me by doing some online research. She was looking for some assistance in managing her inheritance, along with her own savings and… [Read More]
Some Interesting Personal Finance Reading
As I’ve shared before, I consume a lot of information, almost exclusively online as I don’t subscribe to any newspapers or magazines. Today, I’d like to share a handful of recent articles I thought were interesting. My hope is you’ll find one (or more) of them interesting as well. The first comes from a Marketwatch article… [Read More]
The Benefit of Small Moves in Your Financial Planning
In the 1997 film, Contact, based on Carl Sagan’s 1985 novel of the same name, there’s an early scene between the main character, Ellie, and her father . . . Ellie is trying to find someone to talk with on the ham radio in their home. She tries a frequency, says, “CQ, CQ” and mentions her… [Read More]
Where to Get Started with Your Money
A few weeks ago, I was in Richmond, VA, for my parent company’s annual advisor conference. One of the topics that came up several times during the meeting was the idea of where to start our work with people. People like you. Traditionally, most financial advisors want to talk about your investments. And only your investments. That’s… [Read More]
The Akrasia Effect and Your Money
A while back, I read an interesting article from James Clear about something I wasn’t familiar with. It’s called Akrasia. While I encourage you to click the link above and read the entire article, here’s the summary: Akrasia is when you act against your own better judgement. It’s when you know what you want or need… [Read More]