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Archive for the Financial Planning Tag

Part 5: Is Suze Orman Right: Can you do your own financial planning?

Suze Orman says: Do Your Own Financial Planning! “I think it’s imperative for you to do as much of the work as possible, rather than turning control over to someone else: your finances.” Ms. Orman and I agree on this. Is this really true, and what does this mean? I think the biggest thing Suze Orman can… Read More »

Part 4: When to Update Your Financial Plan

Certain life events can make significant changes to your overall finances and  can necessitate updating your financial plan. This list of life events is provided to alert you to circumstances that may affect your overall plan. Receiving a large amount of money. “Money is the world’s curse. May the Lord smite me with it! And may… Read More »

Part 3: Financial Plan Basics: Financial Planning Myths

There is a lot of misinformation about financial planning. Therefore, this article exposes some of the myths or hypes of planning. This information may be helpful for people to understand more about financial planning. Financial Plans Should Not Be: 1: Product Purchase Centered:  Financial planning should never be based on the sale of a particular insurance or… Read More »

Part 1: Basics of Financial Planning – What is Personal Financial Planning?

Personal Comprehensive Financial Planning: A financial plan serves as an ongoing master plan for your money.  It also serves as a cornerstone for decision making throughout your life.  All of life’s decisions affect our finances; education, home purchases, vacations, and children, and a multitude of choices also have an affect on college planning, retirement, etc.  A financial plan should… Read More »