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The Tenth Philosophy: TMF Personal Finance Calendar

Ever wondered if there are certain months where specific financial tasks should be completed? Ever forget a deadline because you forgot to write it down? How often should you rebalance your assets? The Moderately Frugal Personal Finance Calendar aims to answer this, and much more.

All Insurance Agents Are Not Created Equal

[This is a guest post from Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF. It is a basic post, but drives home a solid point, which is to discuss how to choose the insurance sales person with which you should work. Given that I’ve had some bad experiences with an insurance salesman myself, I thought … Read more

First Do No Harm: An Empty Cup of Expected Wellness

If we are to truly live out the “Do no harm” imperative, we must first make sure that we are not being harmed ourselves.  After all, we cannot expect to replenish the empty cup of wellness our patients bring if our cup is empty, too.

The Ninth Philosophy: DIY Personal Finance

I often ask people, “Do you think you are dumb enough, if you put just a little time in, to make 10 million dollars worth of mistakes?”  The point I am trying to make is that, with just a little bit of do-it-your self personal finance education, you can be your own financial advisor.  Today we will discuss exactly how to go about this!

The Seventh Philosophy: The Platonic Creed

For those of us who have “seen the light” and realized that the financial shadows that dance on the wall are created by the industrial machine that want us to believe the personal finance is too hard to do ourselves.  Once we are freed to realize that it is not as difficult as it used to seem, it is our responsibility to go back and to free the other prisoners.  This is the Seventh Philosophy:  A Responsibility to Teach

The Fifth Philosophy: How to Slay a Bear Market

Could you stomach watching $500,000 turn into $250,000 over the course of months, or lose $100,000 in one week?  A Bear Market is not the time to find out who you are in terms of your ability to withstand corrections and recessions.  You need to have a plan  to slay the bear market before it comes!

TPP Net Worth Update: 6 Months Out

This is my first of (at least) quarterly TPP Net Worth updates. This will help hold me accountable, help provide transparency to my readers, and hopefully provide those coming behind me some proof that financial goals can be achieved in a way to make both the head and the heart happy!