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Blog

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Tina Haapala | Dec 11, 2018

Wrapping up Lessons from the Great Recession

Economy

By Gary Silverman, CFP®

We’ve been looking at lessons the individual investor, you, could have learned from the Financial Crisis. The first lesson: You won’t

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Tina Haapala | Dec 4, 2018

Revisiting the Great Recession: Part 6 "No Guarantees"

Economy

By Gary Silverman, CFP®

Last week we began looking at lessons you, the individual investor, could have learned from the Financial Crisis. The first lesson: You

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Tina Haapala | Nov 27, 2018

Revisiting the Great Recession: Part 5

Economy

Last time, I looked at what the government learned from the financial crisis (don’t bother looking up the previous edition—the answer was not much).

Starting

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Tina Haapala | Nov 20, 2018

Revisiting the Great Recession, Part 4

Economy

By Gary Silverman, CFP®

Over the last weeks we looked back 10 years at the Financial Crisis, the ramifications of which continue to this day. While not

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Tina Haapala | Nov 13, 2018

Revisiting the Great Recession, Part 3

Economy

By Gary Silverman, CFP®

Over the last two weeks, we’ve talked about the 10-year anniversary of the Financial Crisis. We first looked at the initial impetus

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Tina Haapala | Nov 6, 2018

Revisiting the Great Recession, Part 2

Economy

By Gary Silverman, CFP®

It’s been 10 years since the last Financial Crisis. Last time in this column, I mentioned how the business community looked for ways to

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Tina Haapala | Oct 30, 2018

Revisiting the Great Recession, Part 1

Economy

 

By Gary Silverman, CFP®

It’s been 10 years since the Great Recession. From an investment market standpoint, it began in late 2007 and didn’t end until early

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Tina Haapala | Oct 23, 2018

Ways to Increase your Income

Goals
Planning

By Gary Silverman, CFP®

Last time I wrote about how your savings are really just the mathematical result of your income less your expenses. The idea I proposed

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Tina Haapala | Oct 16, 2018

Shifting Focus to Your Expenses

Expenses
Goals
Planning

By Gary Silverman, CFP®

When it comes to investing, the fact that you saved money at all is more important than the return on your money. After all, investment

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Tina Haapala | Oct 9, 2018

Tax changes, Charitable Giving, and your RMD

Taxes

By Gary Silverman, CFP®

The tax changes that went into effect this year has caused quite a few changes. Some of you love the changes, some of you hate the

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Tina Haapala | Oct 2, 2018

Gary, Michelle, and the Milkshake Dilemma Part 2

Budgeting

By Gary Silverman, CFP®

Last time, Michelle Kuehner (the president of my firm) and I were discussing how to manage your food and grocery spending. You can

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Talk About Your Budget
Tina Haapala | Sep 25, 2018

Are You Spending Too Much On Food?

Budgeting

By Gary Silverman, CFP®

The president of my firm, Michelle Kuehner, recently blogged about grocery spending at FixOurBudget.com. One question she posed to her

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PLEASE NOTE: Office Hours Are By Appointment Only....Because we set aside time just for YOU. Personal Money Planning is a fee-only financial planning and investment advisory firm. We help people reach the goals they have in life through financial planning, offering investment advice, and managing investments. We act as a fiduciary so the clients' interests are always first: The recommendations we make are better than just suitable, they are specifically tailored to be the best for the client's life. Also, we are paid by either a flat-fee or percentage of assets, not commissions, so our clients know we are not being enticed by any additional payment to ourselves from the companies we recommend.

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