Financial Planning Resource Center

A Financial Professional Who isn’t Serving Their Clients Best Interest, Is a Crook

February 24, 2015

There have been some big developments recently on trying to make financial professional more accountable to their clients. Matt Yglesias does a great job explaining this: "While concerns about improper actions

21 Things I Think About Real Estate

February 23, 2015

A friend recently sought some counsel regarding a house purchase. I wrote up a few thoughts. Perhaps they are interesting to people beyond their initial recepient. For your reading pleasure:

CFPB Mortgage Comparison Tool

January 13, 2015

Today the CFPB launched a tool to help us all compare mortgage rates available in our areas. If you are shopping for a mortgage you should definitely check it out!

1% More

January 8, 2015

I recently ran across a great tool from the NYT The 1% More Savings Calculator. Play with it. It really helps show how much small changes in saving today can make an

6 secrets to getting a good deal on a house

August 11, 2014

I was recently interviewed by Vox's Tim Lee for his story on home buying. It is well worth reading. I often work with clients on helping them think clearly about

The Financial Shuffle

January 2, 2014

Specific sectors of the stock market (Industrials, Technology, Healthcare, etc) vary a lot year to year. Some years tech is a big winner (2003!) relative to other sectors. Other years

A Conversation About Power, Sex, and Money

February 13, 2013

I recently had a conversation with wonderful and brilliant freelance writer Meghan Nesmith. The transcript is up over at the Billfold. It's a good intro to my views of money and relationship.

Renting and Buying

April 17, 2012

It wasn't long ago that major defining dichotomies in my peer group included things like Science v. Humanities. As the years have gone by Renting v. Buying has made a

Relationships and Money

January 5, 2012

Several years ago, Ron Lieber of the NYT put together a great piece on relationships and money. This article suggests the contours of a discussion couples contemplate marriage should have

Flow of Dough

November 17, 2011

This is one of the best posts on budgeting tools, money tracking, and best practices I've ever scene. Check it out.

Fisherman

October 4, 2011

The header photo is a shout out to one of my favorite stories about earning, consumption and contentment: One day a fisherman was sitting on a bench on a lovely

A Non-Obvious Benefit to a Down Market

October 3, 2011

It's upsetting when the stock markets are down and our investments have lost value. Certainly, it'd be better to have not lost the money in the first place, but given

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