Insights
Where the thinking behind the portfolios gets written down
A Letter to Stakeholders every month since 2020, without a gap — plus videos and articles on the questions families actually raise.
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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, former U.S. Congressional candidate 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)…
ECONOMIC COMMENTARY (09-10-2018)
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 Beneficiaries. When was the last time…
"A Much Needed Moment.." on Labor Day
Everyone I spoke with on Friday asked what I was going to do this long, Labor Day Weekend. I had no plans. Little did I know I would spend three important hours watching coverage of Senator John McCain's funeral. I have never voted for Senator or Presidential…
69 letters · 36 videos · 107 articles