Category Archives: Personal #s

Tax Advantaged Investing

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In my first post on investing I defined it, gave several examples and identified common elements.  This post focuses on the all important and not to be missed benefits of tax advantaged investing.  Tax advantaged investments are those that allow … Continue reading

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OF THE TASTE FOR PHYSICAL WELL-BEING IN AMERICA

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10 years or so ago I was fortunate to rediscover de Tocqueville.  I say rediscover because while I may have read bits of his two-volume Democracy in America I certainly didn’t read it in its entirety.  In any case I’ve … Continue reading

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Basic Financial Literacy – Part 9

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ResponsibiliTy This post discusses the last of the 4Ts, responsibiliTy and so concludes the 10 basics of financial literacy (see index page). To recap the other Ts are scarciTy, creativiTy and realiTy. The Roman philosopher Cicero best summed it up … Continue reading

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Legacy – a psychological and historical context

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My posts to date have dealt primarily with developing a basic knowledge of personal finance through the curve metaphor. In this post I’m going to discuss several background issues for those whose flow is well above the curve and is … Continue reading

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Basic Financial Literacy – Part 8

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Philanthropy The American Heritage Dictionary defines philanthropy as the effort or inclination to increase the well-being of humankind as by charitable aid or donations. You may ask what does philanthropy have to do with financial literacy?  There’s several answers that … Continue reading

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The Curve

Getting to know The Curve and Flow There’s lot’s of numbers in personal financial planning, so it can get overwhelming fast.  To keep the “overwhelmed factor” in its cage I hooked up with my good buddy and ad man extraordinaire … Continue reading

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Basic Financial Literacy – Part 7

Government No discussion of the personal finance environment would be complete without considering government, especially its economic attributes and their impact. A good place to start this explication would be with defining public goods. These are items whose consumption is … Continue reading

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