Tag Archives: Financial Literacy

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

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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

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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

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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

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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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Why Numbers?

After graduating college with a BA in history and a minor in Spanish I couldn’t find a job.  I sent out a couple of 100 resumes but to no avail.  It was depressing.  My dad told me start your own … Continue reading

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