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Inflation Protect Your Savings

Inflation Protect Your Savings

The purpose of your emergency fund savings is to be there when you need it, not generate return. Still, it would be nice if these funds kept up with inflation so that the dollars you save there today have the same buying power when the time comes that you need them....
Planning for Conversions

Planning for Conversions

As a financial planner, I see a wide range of scenarios in the plans that we do for people. One day, we may be developing a plan for someone in their mid-30’s, in their wealth development phase, and needs to chart a course of prudent long-term saving and investing....
Discovering Your Goals

Discovering Your Goals

In financial planning, goals are an essential piece of a comprehensive financial plan. While some might assume that financial planning is mostly mathematics, spreadsheets, and forecasts, these elements are really just tools to develop the picture of how to get from...
Goals Are Key

Goals Are Key

In another recent article, I discussed three key attributes of financial planning. One of these attributes of a successful financial plan is that it’s goal-oriented. Simply put for a financial plan, like almost any other type of plan in life, to be most useful it...