Category Archives: Personal Finance

Do You Actually Know How Much Money You Spend Per Year?

As back office support for a financial planning firm sometimes I have to create cash flow projections for clients.  The projections can be as simple or as complicated as the financial planner needs/wants it to be.  Today, I had a very interesting discussion with a planner about a particular client and this is not the first… Continue Reading

Basic Financial Terms for Children and Teens

Basic Financial Terms for Children and Teens

The Wall Street Journal just published an article titled, “Three Financial Terms Kids Need to Know” by the Yoder et. al., and while I usually love the personal finance section of the WSJ this article was simply ridiculous.  The article provides a series of obviously and painfully fake interactions between the Yoder Pops and Yoder… Continue Reading

Does this High Net Worth Individual’s Balance Sheet Inspire or Depress You?

Everyday I have a high net worth balance sheet put in front of my face.  Everyday I will put together a balance sheet that will go way north of the $1,000,000 that people tend to strive for, but most won’t make. There seems to be a disgusting amount of class warefare going on in today’s… Continue Reading

I Don’t Understand the Early Retirement Extreme Movement

I Don’t Understand the Early Retirement Extreme Movement

My blog has seemed to morph over time. At the beginning I posted just about my debt with a sprinkling of my ‘knowledge’ as a Director of Financial Planning/Estate Planning Attorney, however, I have become more and more honest and turned it into a true blog – a manifestation of my inner thoughts.  Some of… Continue Reading