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planning

End Of Year Update

2014 End of Year Update

This is the third quarterly installment of my financial updates. As I have stated in the past I am not comfortable revealing actual dollar amounts at this point of time, so all of the information presented here will be in the form of percentages. End of Year Update: Financials   Emergency …

Legacy Drawer

Updating The Legacy Drawer

The top left drawer in my office desk is a special drawer.  It contains perhaps the best present I have ever/ will ever give to my wife.  This drawer is the legacy drawer which is filled with the information needed to help ease the financial transition that would occur if …

Move with a Purpose

Move With a Purpose

One of my chief pet peeves is people who complain about their situation, but take no action to change it. Having a purpose that is actionable increases what you can accomplish and allows you to accomplish more because there is something driving you, allowing you to move faster. I walk …

Sell Your Stock

Everyone Panic, Sell Your Stock! (Sarcasm)

Over the course of this past month US indexes have fallen around 9% in value, erasing all gains made throughout the year. Emotional investors will see this downturn as a reason to bail from stocks, and in doing so will invariably lock in their losses. The only way to successfully …