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Blog

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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building portfolio 1
Tina Haapala | Aug 16, 2017

Building a Portfolio: It Starts with YOU

Investing
Portfolio

By Gary Silverman, CFP®

In past articles, we’ve discussed your investment risk tolerance and the importance of a diversified portfolio. “That’s great, Gary,”

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default blog image
Tina Haapala | Aug 13, 2017

Infographic: Finance 101 - A Lesson in Helping Your Student Pay For College

Paying for college
Planning

Finance101lesson.png

 

Resources

  1. https://trends.collegeboard.org/college-pricing/figures-tables/tuition-and-fees-and-room-and-board-over-time-1
  2. http://www.bloomberg.com/news
Read More
your money
Tina Haapala | Aug 9, 2017

Jumping in when the waves are high

Investing

By Gary Silverman, CFP®

Since early last year, the stock market has been going up. Sure, it wasn’t a smooth ride (it never is) but there is no question as to

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helping our military families
Tina Haapala | Aug 2, 2017

HEART Act Potential Tax Benefit for Military Families

IRA
Military
Taxes

By Gary Silverman, CFP®

My home of Wichita Falls is an oil town, a cowboy town, a farming town, an industrial town, a college town, a center for finance and

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Lessons from Knute Rockne
Tina Haapala | Jul 26, 2017

Create a Winning Business Team

Business

by Gary Silverman, CFP®

The legendary Notre Dame football player and coach, Knute Rockne, reportedly said, “The secret is to work less as individuals and more

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ideas from _realworld investing_5
Tina Haapala | Jul 19, 2017

Investing Scared: Part 5

Investing
Real World Investing

By Gary Silverman, CFP®

In my last column, I discussed that, as time marches on, the markets are more similar than different. Of course, that means today it’s

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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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