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Monthly Archives: January 2011
Automate It!
The idea of budgeting is scary to most people. It’s charged with trepidation and misconception. Most think it’s time-consuming and complicated. I liken it to dieting, no one really wants to admit they have to and the few who do … Continue reading
The BEP Formula – A Forecasting Primer
BEP aka breakeven point is the revenue level at which a business or activity’s revenue equals its costs. I like BEP a lot because business owners get it. It’s easy to manipulate, highly flexible and works for almost every business. … Continue reading
Basic Financial Literacy – Part 2
In Fin Lit -1 we discussed the first of the 4 Ts, scarciTy. This post tackles the second environmental factor, creativiTy. There is a unique unbreakable connection between the two albeit a paradoxical one. Scarcity feeds creativity. The knowledge … Continue reading
Basic Financial Literacy – Part 1
To be literate about personal finance one needs to know a bit of economics. 1st to the big question! Tick Tock……Tick Tock……….Tick Tock………. If they were we wouldn’t need to worry. We could get anything we wanted any time we … Continue reading
Curve Components – Part 4
Curve Components – Part 3 dealt with the impact of economic factors beyond our control. This post discusses two common factors within our control but just like the macro forces they too can cause major curve damage, uninsured loss and … Continue reading
Curve Components – Part 3
In Curve Components Part 1 and Part 2 I addressed the elements that make up one’s personal curve. In the following I’ll bring in other factors, factors beyond our control which can do real damage to the shape of our … Continue reading
Curve Components – Part 2
In “Curve Components – Part 1” I introduced 8 elements (E1-E8) that go into a plan curve’s construction. In this post I’ll add elements 9 and 10 and go on to discuss how it comes together. We left off in … Continue reading
Curve Components – Part 1
In “Getting to know The Curve and Flow” I introduced the duo which is fundamental to having a true understanding of personal financial planning. This post is the first of a series on the elements required to construct the Plan … Continue reading
Target Stats
In “Forward Looking” I talked about goal setting and plans and how Numbers help to both describe the goal and more importantly measure progress towards achieving it. That’s where “target stats” come in. They make up the mile posts on … Continue reading
Forward Looking
I’ve found the most effective use for Numbers is to look forward. I’m talking goal setting and planning. In that context, Numbers serve two vital purposes; the first is in helping describe the goal while the second is in measuring … Continue reading
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