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Tag Archives | Life Planning

A Personal Declaration of Financial Independence

This July 4, why not consider issuing your own personal Declaration of Financial Independence? Here is one form it might take: I hold these truths to be self-evident, that all persons are endowed by their Creator with certain unalienable rights, including life, liberty and the pursuit of happiness. I understand that fulfilling these rights requires […]

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The Secret to Santa’s Business Success

This time of year, millions of toys are handed out in the name of Santa Claus. Supposedly they come from Santa’s workshop, but let’s get real. There’s no way that one elderly, overweight man can possibly produce all those toys. It’s an enormous task that must require countless hours of work. This, of course, is […]

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Does Your Financial Planner Walk The Walk?

Curtis Smith, CFP, is a financial planner who agrees with me that planners need to “walk the walk and not talk the talk.” In his recent posting on Morningstar Advisor he suggests that, until  financial advisors have taken themselves through the process they are asking thier clients to go through, he is not sure how financial planning can become a profession.   (more…)

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Money Questions We Don’t Ask and Don’t Tell

Talking about money is as much a societal taboo in Australia as it is in the U.S. I learned this from a story by Anneli Knight that ran in the Sydney Morning Herald on August 12, 2009. It quoted Patsy Rowe, author of The Little Book of Etiquette, whose financial advice included “What NOT to […]

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