Insights
Articles — the questions families actually raise
Writing on planning, taxes, giving, and the decisions that come up between the monthly letters.
109 published · page 8 of 10
Why "JOY of Financial Planning?"
What do we mean by "Joy of Financial Planning?" We mean having the ability to say "I am in harmony, I have enough, I am in balance, I am safe, I will have a legacy, I have opportunity and I have time. In summary, we mean you have the ability to chase your…
ECONOMIC COMMENTARY (06-08-2019)
In addition to your performance reporting and billing, this month you will find a few BEST FINANCIAL PLANNING PRACTICES and an ECONOMIC COMMENTARY. BEST FINANCIAL PLANNING PRACTICES Check Your Credit. First American Financial Corporation, a home title…
ECONOMIC COMMENTARY (05-08-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Annual Credit Check. If you haven’t…
ECONOMIC COMMENTARY (04-08-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES File Your Taxes. Even if you can’t pay…
ECONOMIC COMMENTARY (03-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Fairfax County VICAP. This program links…
ECONOMIC COMMENTARY (02-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Update Financial Goals. This is the time…
ECONOMIC COMMENTARY (01-11-2019)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES I ncrease Retirement Saving. Your maximum…
COX CABLE CHANNEL 28: With Cafe Latino host Laura Ramirez Drain
An informal conversation with Laura Drain about the American Dream, family values and how to teach kids about personal finance. Jason Howell is a CERTIFIED FINANCIAL PLANNER™ professional and President of Jason Howell…
ECONOMIC COMMENTARY (12-14-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Flexible Spending Account. Be sure to…
ECONOMIC COMMENTARY (11-09-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Open Enrollment. Let us review your work…
You won the jackpot in South Carolina you fortunate bastard. Now what?
Winning the lottery has always been a fantasy and you actually did it! Congrats or something. The most important thing to happen in your life just happened and you can't say a word. And so the irony of winning the lottery begins. Add me to the list of folks…
ECONOMIC COMMENTARY (10-08-2018)
Every month we share our personal commentary on economic forces challenging your money. It's not "gospel" but it's what we think. Have thoughts? Please share in the comments below. I. BEST FINANCIAL PLANNING PRACTICES Free Credit Freezes. (From FTC.gov)…