How to Get Maximum Value out of Financial Planning

Financial planning is meant to help you begin with the end in mind with regard to your personal finances. And some people think (erroneously!) that financial planning is like an emergency service – in other words, it isn’t “just” for people experiencing financial turmoil.  And it’s not “just” for people who want investment guidance.  It’s…

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How to deal with financial failure

When was the last time you failed? No, you don’t have to say it out loud if you’re embarrassed.  But I want you to think about it: What do you consider your most recent failure? And how does it make you feel? Before Mint came out, I failed at using Quicken about 15 times.  I…

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Little Ways to Save For Your First Home

  You might be thinking that saving for a house, especially one in the Seattle market, is going to take more than a couple “little” steps. And you’re completely right! Saving for a home requires a carefully thought out financial plan of responsible saving and investing. Let’s say you’re already on the right track in…

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Fear of Missing Out is wasting your money

  I’ve been talking to a lot of people lately who are experiencing serious “Fear of Missing Out” or “FOMO” about something.   Multiple people have expressed concern about missing out on: Buying a home while real estate prices are still low (in Seattle, haha! Hang on, let me get my time machine and transport you…

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