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Blog

diy investing_2
Tina Haapala | Jan 17, 2018

Target-Date Funds Don't Guarantee Retirement Income

Investing

By Gary Silverman, CFP®

In this space, we’ve been discussing my ideas on do-it-yourself investing. It begins with you putting most of your retirement money in

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diy investing_1
Tina Haapala | Jan 10, 2018

DIY Investing Doesn't Mean Becoming a Professional

Investing

By Gary Silverman, CFP®

Most people who want to do investing on their own don’t want to make a career of it. They don’t want to spend an hour or so after work

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diy investing_0
Tina Haapala | Jan 3, 2018

DIY investing: Use Caution when using Tools touted to "Beat the Market"

Investing

 

By Gary Silverman, CFP®

Last week we started down the path of showing you a simple method to invest your money yourself. Well, really, you got a column of

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diy investing
Tina Haapala | Dec 27, 2017

Tread Carefully into DIY Investing

Investing

By Gary Silverman, CFP®

Most of my writing here has been looking at how I invest money for my clients. The hope was that you would glean the basics of how to

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diy investing
Tina Haapala | Dec 27, 2017

Tread Carefully into DIY Investing

Investing

By Gary Silverman, CFP®

Most of my writing here has been looking at how I invest money for my clients. The hope was that you would glean the basics of how to

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only one direction to take_ savings
Tina Haapala | Dec 20, 2017

Before Investing: Start with Savings

Investing
Planning
Savings

By Gary Silverman, CFP®

In this column, I’ve been talking quite a bit about investing fundamentals. In the coming weeks, I’ll discuss ways you can do this

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lessons from garden
Tina Haapala | Dec 19, 2017

Growing Savings while Growing a Garden

Saving Tips

By Michelle Kuehner, Financial Coach


If you know me at all, you know I like saving money on just about everything I buy. I’m always looking for a good deal

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You're not
Tina Haapala | Dec 14, 2017

He knows when you're not rational (no, not Santa)

Investing

 

By Gary Silverman, CFP®

Richard Thaler is a name you may not know, but if you’ve read my columns for any length of time you are familiar with his work

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Saving is a marathon
Tina Haapala | Dec 6, 2017

Saving is a marathon, not a sprint

Savings

By Gary Silverman, CFP®

For years, “running a marathon” was on my bucket list.  Last year, I learned about this program called C25K (Couch to 5K) at a Chamber

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Saving is a marathon
Tina Haapala | Dec 6, 2017

Saving is a marathon, not a sprint

Savings

By Gary Silverman, CFP®

For years, “running a marathon” was on my bucket list.  Last year, I learned about this program called C25K (Couch to 5K) at a Chamber

Read More
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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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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