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Financial Planning Fees – An Expense or an Investment?

In a recent column, I talked about one aspect of the value provided by a financial planner being the combination of detachment and knowledge that can keep a client from making “the big mistake.” I have since read an article that goes even further to answer the...

Preventing “The Big Mistake”

What is the greatest value that financial planners provide for their clients? There are many answers to this question, depending on the needs of the client and the style of the planner. One of my favorite answers, though, is that I can keep clients from making “The...

‘Tis the Season to Lower Your Tax Bill

In the last couple of weeks, we’ve seen an increasing number of television commercials featuring sleigh bells and fluffy fake snow. The Sunday paper is stuffed with advertising inserts to help us find the perfect gifts. Obviously, it’s that time of year again. Time to...

Readers Weigh in on the Housing Bubble

A recent column, “The Housing Bubble That Wasn’t,” struck a real nerve with readers, who shared some thoughtful comments via email and my weblog. In that column I compared today’s housing prices, adjusted for inflation, to those in 1950. Viewed with that...

What’s Your Money Story?

Chances are you won’t ever be famous enough to write an autobiography. Still, your life has its own story. That story is shaped by your background and the influences that have formed your beliefs and helped make you the person you are. One facet of your biography that...