Home  >  Financial Articles and Q&A  >  Topics  >  Comprehensive Financial Planning  >  Articles

Articles in Comprehensive Financial Planning

Comprehensive Financial Planning refers to advisors who consider all aspects of financial advising in order to come up with a single, all-inclusive financial plan to meet all of your planning needs.
2 votes

Annual Reviews are Important

by Richard W Greene, CLU, ChFC Level 14
  Richard W Greene, CLU, ChFC, IAR In a few more days you will have received your 2013 1099s and will begin the process of preparing to meet with your CPA. This year prepare another pile of insurance policies, ...(more)
Comment   |  Jan 23, 2014 from Tucson, AZ
5 votes

Financial Literacy: Key to Creating and Sustaining Wealth for African Americans

by Martin A. Smith, CRPC®, AIFA® Level 19
Legacy planning3 is a lifelong endeavor that requires patience, discipline, a strong work ethic and proficiency when it comes to the subject of money and taxes. Being “wealthy” should not only be defined in numerical ...(more)
Comment   |  Aug 26, 2013 from Bethesda, MD
2 votes

A Cluttered Life Can Cost You in the Long Run

by Martin A. Smith, CRPC®, AIFA® Level 19
It may surprise you to learn that many people have important financial documents strewn all over their homes – in desk drawers, underneath books, in various files cabinets and often not located in the correct file, in ...(more)
Comment   |  Aug 26, 2013 from Bethesda, MD
0 votes

Investments That Are Too Good to Be True?

by Jason Hull Level 20
A brilliant investment idea? “There’s a sucker born every minute.”–P.T. Barnum I enjoy messing with scammers. I like to select some scam e-mails that I receive from “Nigerian princes” and “oil barons” and ...(more)
Comment   |  Jul 11, 2013 from Fort Worth, TX
1 vote

Monkey Brain is Bad for His Own Health

by Jason Hull Level 20
Monkey Brain fears things which go bump in the night. “Only the good die young.”–Billy Joel I don’t know anyone who is particularly good at contemplating his own mortality. We fear the unknown, and even if we have a ...(more)
Comment   |  Jun 25, 2013 from Fort Worth, TX
1 vote

There is No “Next Level”

by Jason Hull Level 20
Life isn’t one of these. “I notice that you got it. You notice that I want it. Know that I can take it to the next level baby.”–Nicki Minaj Yes, I feel dirty for quoting a Nicki Minaj song, just for the record. How ...(more)
Comment   |  May 07, 2013 from Fort Worth, TX
1 vote

deleted

by Charles E. Nash, CFP®, CLU®, ChFC® Level 12
 (more)
Comment   |  Apr 24, 2013 from Nashville, TN
0 votes

deleted

by Charles E. Nash, CFP®, CLU®, ChFC® Level 12
 (more)
Comment   |  Apr 24, 2013 from Nashville, TN
0 votes

deleted

by Charles E. Nash, CFP®, CLU®, ChFC® Level 12
 (more)
Comment   |  Apr 24, 2013 from Nashville, TN
0 votes

Financial Planning for Lifestyle Design

by Jason Hull Level 20
Tim Ferriss’s book The Four Hour Workweek has sold well over a million copies. I’ve purchased two, and several friends have based on my recommendations. That’s over a million people who have some sort of dream of ...(more)
Comment   |  Apr 03, 2013 from Fort Worth, TX
1 vote

Do Not Be This Couple!

by Jason Hull Level 20
“I don’t want to be the person digging my own grave.”–Katherine Heigl There are times when you hear stories about the troubles of people in financial straits and you feel genuinely sorry for them. Empathy bubbles over ...(more)
Comment   |  Mar 26, 2013 from Fort Worth, TX
0 votes

Five Things to Do If You Just Lost a Lot of Money

by Jason Hull Level 20
“I’m so poor I can’t even pay attention.”–Ron Kittle Almost everyone has to deal with loss at some point. Whether it’s the loss of a loved one or the loss of a dream, we are faced with the ripping away of something ...(more)
Comment   |  Mar 14, 2013 from Fort Worth, TX
0 votes

A Derecho Demonstrates Why Emergency Funds Are Important

by Jason Hull Level 20
    Derecho: a widespread, long-lived, straight-line windstorm that is associated with a fast-moving band of severe thunderstorms.             --Wikipedia On June 25, 2012, a rare, freak storm passed through the ...(more)
Comment   |  Feb 13, 2013 from Fort Worth, TX
0 votes

My Most Mortifying Money Moment

by Jason Hull Level 20
    “The rate at which a person can mature is directly proportional to the embarrassment he can tolerate.” --Douglas Engelbart I knew better. When I was a carefree bachelor stationed in Germany, I lived life to the ...(more)
Comment   |  Feb 12, 2013 from Fort Worth, TX
0 votes

Get Off Your Hedonic Treadmill

by Jason Hull Level 20
    “Do not bite at the bait of pleasure till you know there is no hook beneath it.”             --Thomas Jefferson “Status symbols are medals you buy yourself.”             --Bernhard Wicki When you’re not paying ...(more)
Comment   |  Feb 12, 2013 from Fort Worth, TX
1 vote

Why Save in a Low Interest Rate Environment?

by Jason Hull Level 20
    “There is a certain Buddhistic calm that comes from having....money in the bank.”             --Tom Robbins A recent study (http://www.creditdonkey.com/no-emergency-savings.html) showed that 41% of Americans ...(more)
Comment   |  Feb 08, 2013 from Fort Worth, TX
0 votes

What Are Your Priorities in Life?

by Jason Hull Level 20
    “Action expresses priorities.” --Mahatma Gandhi What is a discussion about priorities in life doing in a finance blog? Everything. Your priorities in life should be dictating what you’re spending your money on. ...(more)
Comment   |  Feb 04, 2013 from Fort Worth, TX
0 votes

Visualization Does Not Equal Execution

by Jason Hull Level 20
    “A really great talent finds its happiness in execution.” --Johann Wolfgang von Goethe When I was in college, we had to run a speed and agility test called the Indoor Obstacle Course Test (IOCT). If you want to ...(more)
Comment   |  Feb 04, 2013 from Fort Worth, TX
1 vote

Six Reasons Not to Keep Up With the Joneses

by Jason Hull Level 20
    "Too many people spend money they haven't earned, to buy things they don't want, to impress people they don't like." --Will Smith  When I was in my mid-20s, I bought a brand new BMW convertible. I lived in ...(more)
Comment   |  Jan 24, 2013 from Fort Worth, TX
2 votes

Saving Versus Spending: Why We Are Lying To Ourselves

by Jason Hull Level 20
    “The oil men were acting like the peddler who lost money on every sale but tried to make it up on volume.”            -Paul Mallon When Filene’s Basement closed, the hordes gathered to pick up the remnants of the ...(more)
Comment   |  Jan 23, 2013 from Fort Worth, TX
  • posts per page
  • 20