Category Archives: Planning Tools

Financial Planning Nitty Gritty

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You Can! Get your financial plan rolling with a little help from the FinancialPartner® Guidebook & Forms Set by Noverus publishing. In this digital age where everything’s on-line it’s really comforting to have this 180 page big print landscape oriented … Continue reading

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For Parents Serious about Teaching Their Kids About Money

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To become financially literate, competent and savvy requires an understanding of basic economic principles and their practical application to personal finance.   As readers of my blog, you know I’m dedicated to explicating and exemplifying those principles through the Curve metaphor of … Continue reading

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Financial Literacy Recap

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Several readers have asked me to recap my posts related to financial literacy.  So here it is…. The Curve Topic:   Page or Posts The Curve and Flow:  The Curve Inputs for curve calculation:  Curve Components – Part 1 Calculating … Continue reading

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Goals and Risk or the Straight Line Meets the Jagged Line

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This post attempts to simplify the math that underlies goal planning. I know, it sounds complicated but don’t hang up just yet. I’m going to use a lot of pictures and keep the math to a minimum. If you can … Continue reading

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Creating a Budget – See me and others on Bloomberg TV

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Contextual Reporting – Keeping Goals in Context

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In personal finance goals are the tangibles and intangibles we want to accomplish. It doesn’t matter what they are, it could be to buy a car, a house, retire with a particular life style, pay for college or any number … Continue reading

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Keeping Your Eye on the Ball

If I had to choose the most important component of personal financial planning it would be tracking. By tracking I mean the willful act of orienting oneself relative to his curve. The more habitual and routine the act the greater … Continue reading

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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

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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

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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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