The One Page Financial Plan Synopsis Part 3: Not All Goals Are Attainable

In The One Page Financial Plan, Richards tells one painful case where a client realized that her globetrotting travel goals were simply unattainable. It was a hard part of the book to read but an important one, for it is indicative of real life. After all disappointment comes when there is a gap between expectations and the reality of the situation.

The One Page Financial Plan Synopsis Part 2: Awareness

The second key takeaway is that awareness is key. As humans, we like to avoid pain. A great example is budgeting. Budgeting to many is a scary word: something that, if applied “will hold us from buying what we want” and that make us “feel guilty about paying for the things we need.” In reality, however, a budget should be used as a tool for awareness.

The One Page Financial Plan Synopsis Part 1: Values

When it comes to money and investing, the questions people ask themselves typically involve the usual suspects: When? Where? How? How much? In The One Page Financial Plan, Richards turns this on its head by asking the question “Why”. Why is money important to you?

Living beyond our means: We are a financially illiterate nation

Balentine Chairman and CEO Robert Balentine’s op-ed for the Atlanta Business Chronicle, “Living beyond our means: We are a financially illiterate nation,” discusses the rampant financial literacy crisis sweeping our nation. In this op-ed, Robert writes: One week after Hillary Clinton claimed she and her husband were “dead broke” after leaving the White House, Joe Biden has attempted to one […]