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Blog

Help your adult
Tina Haapala | Nov 27, 2017

How to help your Adult Children without Jeopardizing your Retirement

Retirement

By Michelle Kuehner, Financial Coach

As parents, we want to give our children more than what we were given growing up. Whether it’s the latest technology, the

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taxes
Tina Haapala | Nov 22, 2017

Taxes: New Chapter on Old Story

Tax Reform
Taxes

By Gary Silverman, CFP®

 

If you are wondering what’s going on with tax reform, I was going to list out the proposals here for you.

Was.

Not anymore. I’ve

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Portfolio Management_5
Tina Haapala | Nov 15, 2017

Portfolio Management: How to get a portfolio to manage

Budgeting
Investing
Savings

By Gary Silverman, CFP®

 

This is the last of my portfolio management wisdom articles. And it’s not really about how to manage a portfolio. Instead we’re

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protect your home
Tina Haapala | Nov 13, 2017

Savings Tips for Home Maintenance

Savings

By Michelle Kuehner, Financial Coach


We all know (or should) that an emergency fund is a vital part of any savings plan. Having three to six months’ worth of

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Portfolio Management_4
Tina Haapala | Nov 8, 2017

Portfolio Management: Like an Actual Pro

Investing

By Gary Silverman, CFP®

As we cruise to the last couple of columns looking at some of my hard-learned lessons on managing investment portfolios, I want you to

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Portfolio Management_3
Tina Haapala | Nov 1, 2017

Portfolio Management: Let Logic Prevail in your Portfolio

Investing

                                                                                                                                                              By

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healthy finances
Tina Haapala | Oct 30, 2017

3 Steps to a Budget Detox

Budgeting
Planning

By Michelle Kuehner, Financial Coach


A few months ago I decided to do a body detoxifying cleanse. I’m sure you've heard about them and all the benefits they

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Portfolio Management_2
Tina Haapala | Oct 25, 2017

Portfolio Management: Small Improvements Add Up

Investing

By Gary Silverman, CFP®

 

We’re in the midst of examining some pearls of wisdom I’ve learned over the years when it comes to managing an investment portfolio

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Portfolio Management_1
Tina Haapala | Oct 18, 2017

Portfolio Management: More than just a winning season

Investing

 

By Gary Silverman, CFP®

Lately, I’ve been sharing some pearls of wisdom I’ve learned over the years when it comes to managing an investment portfolio. Today

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3 financial tips
Tina Haapala | Oct 16, 2017

3 Financial Tips that can Save You Money

Budgeting

By Michelle Kuehner, Financial Coach

What are some expenses you may not realize are killing your finances? Ones that sneak up on you, and keep you living

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Portfolio Management_0
Tina Haapala | Oct 11, 2017

Portfolio Management: Beating "the market" not a goal

Investing

By Gary Silverman, CFP®

 

Last week, I introduced some pearls of wisdom I’ve learned over the years when it comes to managing an investment portfolio. Today I

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Spotlight on
Tina Haapala | Oct 5, 2017

Video: Don't Like Where You Are Financially? Change Your Behavior

Goals
Planning

Our behaviors produce the results we see in our lives.

 
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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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