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The information contained in these blog posts are my opinion only. They are not legal advice or financial advice as a fiduciary, adviser or in any other professional role or manner. While I hope you enjoy the information, it does not confer an obligation on my part to your financial success or well being. Any use of the information contained on this blog is at the sole discretion of the individual using it.-
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Monthly Archives: January 2016
Saving Money
I can’t find the quote, but I recall a quote of a tourist asking a Buddhist monk “How do you get to Mount Fuji?” and the monk replied “Take each of your steps in that direction.” So how do you … Continue reading
Posted in Family Finances, Financial
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Portfolio Rebalancing
This is a very simple thing to do, every financial planner suggests a “periodic” rebalancing of your portfolio yet so many people don’t do it because it sounds complex. Let’s take my theoretic portfolio from a few days ago: 40% … Continue reading
Posted in Financial, Retirement
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We Are All in This Together
I was reading a book on finance today, The One-Page Financial Plan by Carl Richards (http://www.behaviorgap.com/). In it he says, we are all in this together. Then goes on and explains how we all work together and it got me … Continue reading
Posted in Economy, Politics
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A Balanced Portfolio for Savings
I had said I would post on rebalancing and I realized I didn’t write about having a balanced portfolio for savings. I know what you are thinking “portfolio” ha, I can barely save, never mind have a portfolio. Well if … Continue reading
Posted in Financial, Retirement
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Buy Low Sell High
As I said in my post about stocks the other day, you want to buy low and sell high. What that means is take a look at something else, not what the market is doing right now. Do not sell … Continue reading
Posted in Financial, Retirement
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Family Budget
***** Updated ***** This subject sounds like no fun. Whenever people use the word “Budget” it usually means to cut back, limit spending, stop having fun! Rather in this case, I suggest you figure out what you are spending. What … Continue reading
Posted in Family Finances, Financial
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Stocks and Retirement
Today the stock market took a fairly substantial drop in value all around the world markets. When I was reading comments by people about this event, I was taken by how so many were completely struck by the “disaster” of … Continue reading
Posted in Financial, Retirement
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