Financial Planning Basics Archives - Experiencing Financial Contentment

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Category Archives for "Financial Planning Basics"

This category contains the basics of financial planning topics. Posts on how to manage cash flow, purchase life insurance, and basic investing topics. Also, information to help investors know what to look for when working with a financial advisor.

What is Your Financial Professional–A Broker or Fiduciary?

Summary:  Athletes understand “off-the-field” distractions.  None are probably worse than those of the financial variety.  Last April, the Department of Labor (DOL) decided that financial professionals giving advice for retirement assets must act in their client’s “best interest”.  Yes. You heard me right. Well, you may be thinking, “I thought my advisor was already acting in my […]

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Don’t Ignore the Importance of Human Capital!

Recently I was revisiting a very interesting parallel drawn between human capital and financial capital as they both relate to building a portfolio. In 1980, R.A. Campbell developed a framework for life insurance that involves the trade-off between risky vs. non-risky assets. The parallel when applied to how financial wealth is derived is actually pretty […]

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