Confessions of a Financial Planner: I Handle Most of the Finances
Welcome back to the fifth article in the “Confessions of a Financial Planner” series where I talk about the areas of my life where I don’t follow the general rules of finance. This time, I’m talking about how I primarily handle most of the finances in our marriage, and why I don’t love that arrangement […]
Confessions of a Financial Planner: I Bought a House for Three Years
This is the fourth article in the “Confessions of a Financial Planner” series about how I bought a house for three years. You can read the others here: If you’ve heard the rule of thumb, you usually want to only buy a house if you intend to live there for five to seven years. Will […]
Confessions of a Financial Planner: I Took Two Years to Update My Estate Plan After Getting Married
This is the third article in the “Confessions of a Financial Planner” series to discuss something I’m not proud of: waiting two years to update my estate plan after getting married. If you missed the first two articles, you can read them here: Out of all of the confessions so far, this is the one […]
Confessions of a Financial Planner: I Felt Guilty About An Inheritance
I’m back with my second “Confessions of a Financial Planner” series to talk about how I felt guilty about an inheritance I received from my dad. If you missed the first one, you can read Confessions of a Financial Planner: I’ve Held “Too Much” Cash. As a financial planner and as someone who has helped […]
Confessions of a Financial Planner: I’ve Held “Too Much” Cash
Have you ever wondered how and why a financial planner makes their own decisions around money? This new series “Confessions of a Financial Planner” is for you. Each month, I’m going to write one confession about an action I’ve taken that breaks a financial “general rule of thumb” or something I wish I had done […]
