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Blog

dollar cost averaging_0
Tina Haapala | Apr 4, 2018

Dollar Cost Averaging or Lump Sum? Yes

Investing

By Gary Silverman, CFP®

Last week I told you about Dollar Cost Averaging (DCA). It’s what many financial folks recommend if you happen upon a pile of cash

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dollar cost averaging
Tina Haapala | Mar 28, 2018

Dollar-Cost Averaging Works (if you let it)

Investing

 

By Gary Silverman, CFP®

When it comes to someone having a well-rounded financial life, I make a few assumptions. One: this person puts money into investment

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Tina Haapala | Mar 23, 2018

Infographic: The Importance of Financial Goals

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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default blog image
Tina Haapala | Mar 23, 2018

Infographic: The Importance of Financial Goals

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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dividends_1
Tina Haapala | Mar 21, 2018

Using Dividends for Income: Comparing Stocks

Investing

By Gary Silverman, CFP®

Last week we finished a brief look at how one might go about living off the income from a portfolio without touching the principal

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dividends_0
Tina Haapala | Mar 14, 2018

Using Dividends for Income: Focus on Stocks

Investing

By Gary Silverman, CFP®

Last week we began to look at how people might go about living off the income from their portfolios without touching their principal

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dividends
Tina Haapala | Mar 7, 2018

Using Dividends for Income: Fixed-Income Investments

Investing
Retirement

By Gary Silverman, CFP®

A common request of people who come into my office is that they want an investment portfolio to provide retirement income without

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about those stocks
Tina Haapala | Feb 28, 2018

About Those Stocks...

Investing
Politics

By Gary Silverman, CFP®

One thing we can be certain about: No matter what you think about President Trump, his first year in office has been great for the

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diy investing_7
Tina Haapala | Feb 21, 2018

How the Pros Learn to Invest

Investing

 

By Gary Silverman, CFP®

Over the last two months I’ve outlined a very workable way to handle your own retirement investments. Today I want to address those

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diy investing_6
Tina Haapala | Feb 14, 2018

A Quiz to Recap DIY Investing

Investing

By Gary Silverman, CFP®

Last week I told you we’d have a quiz. This quiz is to summarize the do-it-yourself investment plan I’ve been outlining for a while in

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Tina Haapala | Feb 12, 2018

Infographic: How to Choose the Right Investment Advisor

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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diy investing_5
Tina Haapala | Feb 7, 2018

Managing Your Cash Flow Buffer

Investing

By Gary Silverman, CFP®

I describe a Cash Flow Buffer as the sometimes missing piece of the investing puzzle. It goes between your riskier investment (a Target

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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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Wichita Falls, TX 76308

Personal Money Planning, Investment Advisory Service, Wichita Falls, TX
940-692-6885
mail@personalmoneyplanning.com
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