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#personalfinance

Security Theater

Submitted by WWA Planning & Investments on April 10th, 2019

Imagine a brainstorming session in Detroit going something like this:

Cars have gotten so expensive, why don’t we add an alarm to provide increased protection against theft?

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It's 2019. Do You Know What Your Mutual Fund Fees Are?

Submitted by WWA Planning & Investments on March 13th, 2019

As Robert Heinlein famously shared: There ain’t no such thing as a free lunch. At the time he was writing, some bars sold lunch to patrons, others provided a ‘free’ lunch to theirs.

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Risky Business

Submitted by WWA Planning & Investments on February 21st, 2018

Actor Tom Cruise has famously played a fighter pilot, a sports agent and a secret agent but his first starring role was as a budding entrepreneur in the 1983 film which supplies the title of today’s article.

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Ch, Ch, Changes

Submitted by WWA Planning & Investments on October 19th, 2017

Several of my friends will be delighted, I’m sure, that I’ve returned to the world of rock music for the title of an article. Probably best known as a musician, David Bowie studied music and dance, enjoying success as a musician, writer and actor during his working life.

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50-50/100

Submitted by WWA Planning & Investments on September 27th, 2017

It’s been a couple of weeks since I wrote a note about the Equifax security breach using a favorite Andy Rooney quote as my title.

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The 50-50/90 Rule

Submitted by WWA Planning & Investments on September 14th, 2017

Journalist and TV commentator Andy Rooney took an acerbic view of much of American life.

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The Paleo Budget

Submitted by WWA Planning & Investments on September 6th, 2017

I recently read a Time Magazine article which helps answer a question you may have asked yourself after discussing weight loss with friends. Chances are you’ve found that one person was able to lose weight by avoiding between meal snacks, another by eating smaller portions, a third, through regular exercise.

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'til the Music Stops

Submitted by WWA Planning & Investments on August 8th, 2017

This article was first published May, 2013

Fortune magazine recently published an excerpt from a new Bernie Madoff book.

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A Basic Overview of CCRCs

Submitted by WWA Planning & Investments on June 5th, 2017

One of the decisions we all need to make in retirement is how do we want to be cared for in our later ages when we may need some assistance.  I think for most people, they immediately think of long-term care insurance, which may help to offset the cost of skilled nursing care needs, but doesn’t address where or how care will be provided.  An option that covers the where

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Simple Financial Advice by Visiting the Richest Man in Babylon by George S. Clason

Submitted by WWA Planning & Investments on May 3rd, 2017

Stories, both fictional and true, are often great ways to learn lessons. Throughout history people have used storytelling to teach people important lessons about life. Some of the most famous examples are some of Aesop’s fables such as the Tortoise and the Hare. In personal finance, one of my favorite books is The Richest Man in Babylon by George S. Clason.

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