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Financial Planning
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Volatility, Risk, and Financial Planning
Understanding volatility and risk in financial planning
Our Family’s Financial Planning Checklist
Our family’s financial planning checklist
Four Questions for Better Financial Planning in 2025
Asking questions leads to better financial planning
Why I Write (And How Writing a Blog Is Like Financial Planning)
The purpose of my blog
Three Questions Every Investor Should Be Able To Answer
Answer these questions to test your investing skills
Your Financial Planner Should Be Like a Supportive Friend
Financial planners are invested in the success of their clients
How to Work Through Financial Complexity
An approach to reduce financial complexity
Navigating Retirement By Answering Better Questions
Meaningful questions lead to better retirement choices
Three Skills To Acquire Beyond Investing
These underrated skills support becoming a better investor
Teaching Kids of All Ages About Money
Saving, investing, and spending habits that stick.
The Financial Plan or Financial Planning … Which Is More Valuable?
Is financial planning more valuable than the plan?