After getting through the Financial Crisis, the firm I had started 16 years previous was at a crossroads.
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Remember the Tech Bubble boom and bust (circa late 90s until 2000)? I do, and we’ll be discussing the lessons I learned and how it kept me out of trouble during
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In last week’s episode of the history of Personal Money Planning, the firm I started 30 years ago, I mentioned my first full-time hire, Michelle Kuehner.
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We are in week three of reminiscing over the 30 years owning the firm, Personal Money Planning. I think we made it to year three last week.
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A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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We followed my pre-journey to the start of the company last week. When we left off, the firm Personal Money Planning was mostly just a name.
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30 years ago this year, I started the financial firm Personal Money Planning.
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I’ve been a proponent of the investment technique called Dollar Cost Averaging (we’ll abbreviate it DCA for this article).
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I get a bit religious this week, so if you do not want to hear it (well, read it), come back next week.
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This is the fourth installment of my three-part series on why you should include stocks in your retirement savings. Fourth part of three?
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This week, after a delay for the banking crisis, we continue our discussion on why stocks are an important part of a retirement investment portfolio.
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A gap analysis can help you see if you’re still on track to pursue your financial goals.
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