Tag: financial planners

Using the California Statutory Will

No part of financial planning flummoxes and bedevils people as much as estate planning. It makes the powerful weak and the merely-average absolutely-incapable. It makes proactive folks sheepishly cower, waiting . . . waiting . . . . . . waiting. And it makes high-output folks stare vacantly into space […]

Experiential Financial Planning

People often talk about how there are two types of some something-or-others in this ol’ world of ours. For instance, you often hear that there are only two types of people in this world, after which you hear what those two types are, e.g., givers and takers, or moochers and […]

It’s Not Like Going to the Dentist

I talk about human nature a lot in here. I must, because, if your goal is to help people improve their overall financial health — as mine is — then your route lies through at least one human being, and that human being is chock-full of human nature. Most often […]