By: kev
Good advice. I’m amazed by how some people will take the time to sit down and plan out the following week’s groceries, but will not put the same thought and effort into planning their finances....
View ArticleBy: plonkee
“Don’t plan on dying to young” Very funny, and so, so true on every level. loading....
View ArticleBy: DC Economist
Groceries, that’s funny. I always have a list for the grocery store, so I avoid buying any splurge items. I’m somewhat draconian in my budget. I agree. Having a plan provides direction and guidance....
View ArticleBy: Liza
“Revisit your plan regularly to see if it’s still working.” This is one I think many people forget! Four years ago, as I was just starting to learn about investing, my partner and I sat down with a...
View ArticleBy: SBF
Now, after alot more education, I find myself really questioning whether I even want to spend the money I’ve budgeted for that one CD a month I have budgeted to buy. I’ve had the same experience. Once...
View ArticleBy: Eric
Do you have any suggestions of what type of format or layout to use, or what a financial plan would look like? Is it just a list of goals or should it have calculations to go along with it – I’m...
View ArticleBy: DC Economist
Eric, I believe we will have something for that this week. I am working on it as we speak, have been for awhile. loading....
View ArticleBy: RGalgon
A great book for an introduction to all of this is the “The Bogleheads’ Guide to Investing”. I just finished reading it and was really impressed by its even-handed approach and sensible introduction to...
View ArticleBy: Brian
Great comments here, but keep in mind that a financial plan is about much more than investing. A CFP like Dylan will address all of your financial needs. Investing is a big part of it, of course, but...
View ArticleBy: Dylan
@ Eric, there are a number of ways to lay out your plan on paper or using Excel. One way is by using a timeline format that includes all cash flows into and out of your plan at the time they are...
View ArticleBy: MoneyChangesThings
While it’s important not to die too young, you can also OUTLIVE your financial plan. Young people coming of age today can easily expect to live into their 90′s, so if you retire in your 60′s, you could...
View ArticleBy: When and How To Hire a Financial Planner? ? Get Rich Slowly
[...] to my RSS feed. Thanks for visiting!Last week Dylan Ross, a certified financial planner, explained what a financial plan is and why it’s important to have one . Today he discusses why you might...
View ArticleBy: Suparna Tyers
Hi, I live in Melbourne Australia. Our accountant has just drafter a financial plan for our superannunation, insurance, etc which looks like something that has been punched out of a computer program....
View ArticleBy: All You Ever Wanted to Know About Emergency Funds (But Were Afraid to...
[...] Dylan Ross. Dylan is a long-time member of the Get Rich Slowly community: a frequent commenter and occasional guest author. He’s also a Certified Financial Planner. This article is an abridged...
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