Tags: Financial plan

There is no perfect personal finance plan

Posted on March 23, 2020 by | 29 Comments
There is no perfect personal finance plan We have a world in crisis – economies are collapsing. Healthcare systems are fighting a viral war. COVID-19 is taking over our every action. The financial pros will tell you “this time it’s…
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What should my financial plan cover?

Posted on July 5, 2017 by | 4 Comments
What should my financial plan cover? Financial planning:  the ability to meet short term needs plus the confidence to realize long term objectives, while managing financial risk.  That’s my definition.  It really boils down to financial security – peace of mind.…
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