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Blog

Portfolio Management
Tina Haapala | Oct 5, 2017

Portfolio Management: Comfortable Uncertainty

Investing

 

By Gary Silverman, CFP®

In the past columns we talked about some of the factors you need to consider when building your investment portfolio. There’s the

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look away
Tina Haapala | Sep 27, 2017

A Watched Pot Gives You Stress

Investing

 

By Gary Silverman, CFP®

It seems that the most popular program on TV today is the news. Sure, the news has always been very popular. But these days it seems

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building portfolio 6
Tina Haapala | Sep 20, 2017

Portfolio Building: Balance based on Risk Tolerance

Investing

By Gary Silverman, CFP®

Last week was a bit of a tease. We began getting into building an investment portfolio. And then we stopped before I told you exactly

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Copy of financial literacy
Tina Haapala | Sep 17, 2017

Everything you Need to Know About Buying a Life Insurance Policy

Financial Literacy
Insurance

If you are at the point where you are asking how to buy a life insurance policy, then you have already made the most important financial decision, which is to

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default blog image
Tina Haapala | Sep 17, 2017

Infographic: 8 Tips for Finding Balance Between Work and Life

Life balance

8 Tips for Finding Balance Between Work and Life (1).png

Resources

  1. http://www.cbsnews.com/news/stress-levels-in-the-u-s-continue-to-increase/
  2. http://fortune.com/2015/11/11/chart-work-week-oecd/
  3. http://money.cnn
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building portfolio 5
Tina Haapala | Sep 13, 2017

Portfolio Building: The Base Portfolio

Investing

 

By Gary Silverman, CFP®

In case you’ve lost track (or you’ve just now found my column) we’ve been discussing real world investing topics and have finally

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financial literacy (2)
Tina Haapala | Sep 10, 2017

The Power of Compound Interest

Financial Literacy
Savings

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality. ‘If only I knew

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financial literacy (1)
Tina Haapala | Sep 10, 2017

4 Common Financial Terms - You Probably Should Know

Financial Literacy

If you’re just starting to take charge of your financial future, it can be stressful approaching financial planning with confidence. Do you ever talk to your

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building portfolio 4
Tina Haapala | Sep 6, 2017

Portfolio Building: Logic over Emotion

Investing

By Gary Silverman, CFP®

Last week we looked at the two main ways to invest your money: buy-and-hold and rebalancing.

Buy-and-hold is easy—you buy an

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default blog image
Tina Haapala | Sep 3, 2017

Infographic: Retire to Happiness - Tips to Thrive in the Next Chapter of Life

Planning
Retirement

Retire to Happiness-Tips to Thrive in the Next Chapter of Life.jpg

Resources:

  1. http://www.rwjf.org/en/library/research/2011/09/retirement-and-health-poll.html
  2. http://www.geoba.se/population.php?pc=world&type=15
  3. http://www
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building portfolio 3
Tina Haapala | Aug 30, 2017

Portfolio Building: What's Rebalancing got to do With It?

Investing

By Gary Silverman, CFP®

There are many ways to invest your money. There are different investment types, different ways to invest in those types, different

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building portfolio 2
Tina Haapala | Aug 23, 2017

Building a diverse portfolio to reduce risk

Investing

Throughout history, all asset classes have given positive total returns. They haven’t, however, done this at the same time or in the same amounts.

Studying the

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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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