Skip to main content
menu
  • Home
  • About Us
    • Our People
    • Our Services
      • Investment Management
      • Retirement Planning
      • Financial Planning
      • Financial Coaching
      • Estate Planning
      • Tax Planning
      • Insurance Planning
    • Our Process
    • Our History
  • Blog
  • Resources
    • Newsletter
    • REAL WORLD INVESTING BOOK
    • Calculators & Useful Links
    • Disclosure Brochure (ADV II & III)
    • FAQ
    • Financial Organizer
    • Estate Planning Next Steps Guide
  • Contact
  • Log In Here
    • Access your Schwab account
  • Events
  • Client Portal

Blog

tale of two neighbors
Tina Haapala | Jun 20, 2018

A Tale of Two Neighbors

Wichita Falls

By Gary Silverman, CFP®

Two houses. Almost identical. Two sets of owners. About the same in age and income. Different parts of town. 

Bob planted a small tree

Read More
retirement_8
Tina Haapala | Jun 13, 2018

Discipline Necessary for Planning Retirement

Retirement

By Gary Silverman, CFP®

Today, we’ll finish up our current conversation about retirement. I once read a report that said only 35% of Americans surveyed thought

Read More
default blog image
Tina Haapala | Jun 8, 2018

Video: Saving For Your Child's School

Education
Saving Tips

 A post-secondary degree is essential for some to earn a foothold in the workforce. 

 
Read More
retirement_7
Tina Haapala | Jun 7, 2018

Problems with the 4% Rule

Retirement

By Gary Silverman, CFP®

Last week I introduced the 4% rule when it comes to retirement. It means you could draw up to 4% of your portfolio your first

Read More
retirement_6
Tina Haapala | May 30, 2018

Reasons for the 4% Rule

Investing
Retirement

By Gary Silverman, CFP®

In your retirement planning, after determining all the non-investment income you can expect and subtract out the expenses you’ll likely

Read More
retirement_5
Tina Haapala | May 23, 2018

Death, Taxes, and Retirement

Retirement
Taxes

By Gary Silverman, CFP®

In this space, we’ve been discussing what you need to consider when doing retirement planning. Lately we’ve been looking at problems

Read More
retirement_5
Tina Haapala | May 23, 2018

Death, Taxes, and Retirement

Retirement
Taxes

By Gary Silverman, CFP®

In this space, we’ve been discussing what you need to consider when doing retirement planning. Lately we’ve been looking at problems

Read More
retirement_4
Tina Haapala | May 16, 2018

Math Doesn't Add Up for Social Security

Retirement
Social Security

 

By Gary Silverman, CFP®

The “guaranteed income” the vast majority of Americans will (and do) depend on for the vast majority of their income is Social

Read More
retirement_4
Tina Haapala | May 16, 2018

Math Doesn't Add Up for Social Security

Retirement
Social Security

 

By Gary Silverman, CFP®

The “guaranteed income” the vast majority of Americans will (and do) depend on for the vast majority of their income is Social

Read More
retirement_3
Tina Haapala | May 9, 2018

Retirement Planning: Annuities Aren't Perfect

annuities
Retirement

 

By Gary Silverman, CFP®

In my last column, we looked at problems associated with cash flow when it comes to retirement planning. But mostly we were

Read More
retirement_1
Tina Haapala | May 2, 2018

Retirement Planning Not Always Pretty

Retirement

 

By Gary Silverman, CFP®

When it comes to creating a budget in retirement, a big part of it is understanding your cash flow. And to understand cash flow, you

Read More
retirement_2
Tina Haapala | May 2, 2018

Cash Flow Problems in Retirement

Retirement

By Gary Silverman, CFP®

When it comes to creating a budget in retirement, a big part of it is understanding your cash flow. And to understand cash flow, you

Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 40
  • Page 41
  • Page 42
  • Page 43
  • Current page 44
  • Page 45
  • Page 46
  • Page 47
  • Page 48
  • Next page Next ›
  • Last page Last »

Subscribe to Our Email Newsletter

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.

4245 Kemp Blvd., Suite 1007
Wichita Falls, TX 76308

Personal Money Planning, Investment Advisory Service, Wichita Falls, TX
940-692-6885
mail@personalmoneyplanning.com
  • About
  • Privacy Policy
  • Contact
© 2025 Personal Money Planning . All rights reserved.