Financial Planning

Why Financial Doing is More Important Than Financial Planning

Why Financial Doing is More Important Than Financial Planning Please, do not misunderstand me. Financial planning IS important. However, at least initially for certain individuals, at their current station in life, financial doing is more important than financial planning. We will discuss financial planning later, for now, let us address the financial doing. Also, do… Continue Reading: Why Financial Doing is More Important Than Financial Planning

3 Practical Reasons You Need a Financial “Plan B”

Plan B   Last summer, we drove into a gas station near the beach to fill up the gas tank.  An old, blue, beat-up pickup truck pulled in next to us.  In the back of the truck was a small dinghy.  I saw the name “Plan B” on the back of the boat and started… Continue Reading: 3 Practical Reasons You Need a Financial “Plan B”

3 Financial Planning Lessons all of the Average Joe’s Will Love

Here are 3 Financial Planning Lessons all of the Average Joe’s Will Love. The movie Dodgeball: A True Underdog Story came out in 2004.  It’s a story about gym owner Peter Lafleur (Vince Vaughn) trying to save his gym.  The gym is very behind on its bank loan and Peter is concerned it will be… Continue Reading: 3 Financial Planning Lessons all of the Average Joe’s Will Love

Everyone Knows You Need to Diet and Exercise

Diet and exercise, that’s what my doctor tells me after my annual physical exam: Every. Single. Time.  When I press him on this, he offers a deeper insight – something like “portion control.”  Seriously? Who would have thought? It sounds incredibly straightforward. But is it really that easy to put into practice? It may be… Continue Reading: Everyone Knows You Need to Diet and Exercise

Why You Need to Trust AND Verify Online Financial Advice

Why you need to Trust and Verify is a slight variation to what former President Ronald Reagan said, “Trust BUT verify.” This was, of course, during the Cold War. The BUT that he mentions was directed at the Soviet Union, now known as Russia. It is hard to fathom any communications that has the words… Continue Reading: Why You Need to Trust AND Verify Online Financial Advice

It Is Easy to See, Winter Is Coming

Winter is coming up on the calendar, just like it does every year.  The squirrels will be gathering their nuts and the Snow Birds will be heading south.  In New England, some winters are harsher than others.  Through the years, I have definitely become a fan of mild winters. Weather wise, as we say a… Continue Reading: It Is Easy to See, Winter Is Coming

6 Black Swans Easy to See

Some have called this the Waiting for Godot Recession. Waiting for Godot was a play that came out in the early 1950’s.  It was voted the most significant English-language play of the 20th century. 1) The two main characters banter back and forth and have various encounters while waiting for Godot. The recession we are… Continue Reading: 6 Black Swans Easy to See

4 Things Every Investor Can Control

Investors can easily get distracted these days.  Hop in the car on the way to work, turn on the radio and get updates on the stock market futures. Check your online portfolio at work during your lunch break.  Perhaps you even check it several times a day when you should be working. Stop off after… Continue Reading: 4 Things Every Investor Can Control

May The Odds Be Ever In Your Favor

This article is original content written by Manchester, CT Financial Advisor Thomas Scanlon, CFP®, CPA The Hunger Games was a bestselling novel that was subsequently made into a movie.  Both were awesome.  The setting is one where the Capital is abundant in riches.  The outlying 12 Districts are all living in poverty.  Every year there… Continue Reading: May The Odds Be Ever In Your Favor

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