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Blog

Two women meeting in an office space.
Personal Money Planning | Aug 13, 2023

Unearth Your Hidden Goals: Why Talking to a Financial Professional Helps

Investments
Finance
Lifestyle
Savings
Goal-setting. It's the bread and butter of success across so many domains. But are you only scratching the surface? Dive deeper. A financial professional doesn
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Personal Money Planning | Aug 1, 2023

Clouds Ahead: Presumptive Errors

Debt
This article is about the problem with presumption—otherwise known as counting your chickens before they are hatched.
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Personal Money Planning | Aug 1, 2023

Clouds Ahead: Spending is not the problem... Spending on the wrong things is

personal finance
Today we tackle spending. It may seem harsh, but sometimes the truth hurts (I think that’s a saying somewhere).
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Personal Money Planning | Aug 1, 2023

Clouds Ahead: Truth, If You Have the Time

Investing
In this 5th installment of my whacking-you-with-a-fish series, we look at more truths that can easily be overlooked or misunderstood when you are investing.
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Man sitting on bench in park
Personal Money Planning | Jul 13, 2023

5 Amazing Places to Retire Outside of the U.S.

Lifestyle
Finance
Retirement
Real Estate
Tax Planning
Would you enjoy your retirement more in the U.S. or abroad?
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Personal Money Planning | Jul 3, 2023

Clouds Ahead: Not Having the Will to Succeed

Estate Planning
We’re in the midst of a little (might end up long) series of what I call whack-in-the-head-with-a-fish truths.
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Personal Money Planning | Jul 3, 2023

Clouds Ahead: They Are All Lying

Investing
I get a lot of emails; and, as you’d expect, most of them concern money and investing. This one was no different.
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Personal Money Planning | Jul 3, 2023

Clouds Ahead: Stocks are a Useful Pain

Stocks
Today we tackle stocks.
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Personal Money Planning | Jul 3, 2023

Clouds Ahead: Get Ready for Some Tough Love

Finance
As I’m writing this, the debt crisis has been averted. No, that’s not right. We went through a crisis…we just escaped the worst aspects of it. And even with
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Personal Money Planning | Jul 3, 2023

An Almost Billionaire

Finance
18-27-29-31-42-06. Those numbers almost made me a billionaire last year.
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Close up portrait of child giving two thumbs up
Personal Money Planning | Jun 13, 2023

How to Boost Your Financial Literacy: 5 Simple Tips for Success

Finance
Education

Many of us have experienced the cost of financial literacy gaps at one point or another. And if you’re like most folks, the gaps in your financial literacy

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Personal Money Planning | Jun 2, 2023

My History in Finance: Ready for the Future

After getting through the Financial Crisis, the firm I had started 16 years previous was at a crossroads.
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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.

4245 Kemp Blvd., Suite 1007
Wichita Falls, TX 76308

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