The Classic Story of a Spender and a Saver

Co-Authors James Daniel, CFP® and Hope Daniel are adding a new twist to the personal finance blogosphere. So you think just because one of us is a planner that our finances are perfect? Think again! We go through what every other couple does; only now we are putting it out on the internet for the world to see. Our financial lives are far from perfect, sometimes humorous and maybe a little like yours. I promise this won't be your typical financial planner blog! We hope you enjoy it. Now for the DISCLAIMER: This blog is not intended as financial advice. We encourage you to consult with your personal advisor before acting on anything you read here.

Investing insight from Jeremy Grantham

Written on April 19th, 2012 by Jamesno shouts

Always a must read for anyone interested in investing insight from one of the greats.

http://www.gmo.com/websitecontent/JGLetter_ALL_4-12.pdf

save $100 or more this year

Written on March 29th, 2012 by Jamesno shouts

I’ll bet you never thought that your pilot light in your furnace costs you about $100+ per year.  Here is an interesting link from a physics blog on how the author saved over $100 by just turning the pilot light off:  http://physics.ucsd.edu/do-the-math/2012/03/pilot-lights-are-evil/

 

financial planning news

Written on March 27th, 2012 by Jamesno shouts

Financial Planning News for March:  http://www.theadvisoryfirm.net/afnews.html

new post on FiGuide.com

Written on March 2nd, 2012 by Jamesno shouts

Here is the link:

http://www.figuide.com/heres-when-you-should-refinance-your-mortgage.html

a good read from knowledgeable investor

Written on March 1st, 2012 by Jamesno shouts

Jeff Gundlach is one of the sharpest minds in the investment biz.  This short article gives a decent perspective of where we are:

Two questions that matter most

the contract should come with a financial planner

Written on February 14th, 2012 by Jamesno shouts

Seems like these articles are becoming more prevalent these days:

Allan Iverson financial woes

Terrell Owens deep financial troubles

It’s absolutely crazy how sports and entertainment people squander tens of millions of dollars and have little to show after their careers are over.  If only they had hired a good fee-only financial planner when they first got the contract, they would have a financially stress free lifestyle and money for their kids to inherit.  What a waste.

2012 tax facts is posted

Written on January 26th, 2012 by Jamesno shouts

click over to the main website and download the new 2012 tax facts:  www.theadvisoryfirm.net

figuide.com post this week

Written on January 6th, 2012 by Jamesno shouts

http://www.figuide.com/does-asset-allocation-still-work-in-todays-economy.html

A New Year and New Resolutions!

Written on January 5th, 2012 by Jamesno shouts

I have never been the resolution type, however for the benefit of those that need a little motivation here is a list I published last year for folks:

http://www.theadvisoryfirm.net/newsltr/advisoryfirmnews_01-11.html

It’s pretty simple.  Save more, spend less and do some planning this year!

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