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Beware the Frankenplan

The Frankenplan is representative of a lot of people’s financial lives. It is made up of many different parts, acquired at different times for sometimes the wrong reasons and it is not very coordinated. It’s easy to fall into the Frankenplan trap. Let’s take Charles for example. Perhaps he bought a life insurance policy many … Continue reading “Beware the Frankenplan”

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On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data — including names, addresses, birth dates, and Social Security numbers — on as many as 143 million consumers, roughly 55% of Americans age 18 and older.1 This data breach was especially egregious because … Continue reading “Worried about the Equifax Data Breach?”

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Financial Superhero

Recently, my 8-year-old son approached me with a serious look on his face and asked me if I could Google how to be a superhero. As we reviewed the steps … determine your superpower, choose a name, get an outfit, etc., it sparked the idea for this blog. How do you become a superhero to … Continue reading “How to Be a Superhero”

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Lots of people suffer from irrational fears. Claustrophobia, or the fear of being in small closed spaces and coulrophobia, the irrational fear of clowns, are my top two. I manage by generally avoiding elevators and clowns and more specifically, clowns in elevators. While this may seem unreasonable to some, I often hear people who have … Continue reading “Irrational Fears”

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As a follow-up to our last blog (Can’t I Do This Myself?), we’ll now tackle the subject of how to find the “right guy or gal” to help you manage your financial assets. If you haven’t read the previous blog, go back and check it out. I’ll wait. Once you’ve decided to make to seek … Continue reading “I Can’t Do This Myself!”

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Around our household,when something broke, the standard procedure used to be I would research the problem, gather all the equipment to fix it and then inevitably cause more damage or break it further. At that point my wife would say, “Just call a guy!” This process went on for years before I was finally convinced … Continue reading “Can’t I Do This Myself?”

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