Financial Planning Services
I don't provide traditional financial planning services. That surprises some people because I've written several best-selling books about personal finance. So what gives? My experience is that most people should take a very passive, index-based approach to investing, saving, and retirement planning. And with that approach, the personal financial planning process becomes very straightforward. Most questions that you have, in fact, can be answered when I do your annual individual tax return. Some of your other questions can be answered with the short articles below. (Much of this material comes either from magazine articles I've written or portions of personal finance books that I've written.)
Related Topics:
- Avoiding Common Investment Mistakes
- Determining How Much Life Insurance You Need
- Early Mortgage Repayment: Pros and Cons
- How to Save Taxes with a Health Savings Account
- How to Prepare for Your Retirement
- How to Be a Smart Investor
- Starting a Small Business
- Understanding Quicken's Annual Return Calculations