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Channel: concierge financial planning – Ann Minnium, CFP®-Fee-only Financial Planner
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Used Coffee Grounds and Louis Vuitton: When Designer Bags are More Practical...

I had just offered my sister-in-law, Missy, a cup of coffee, and she refused, saying “I am not drinking a cup of coffee that costs over a dollar!  That’s ridiculous!”  You see, I have a Keurig machine...

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An Ounce of Prevention is Worth a Pound of Cure: How you Can Avoid...

“Concierge Financial Planning: Cheap VIAGRA.” I stared in disbelief, rubbed my eyes, looked again, and it was still there. I had Googled my blog in order to show it to friend, and mixed in with...

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The Greatest Risk is Not Taking One

Risk is a funny thing. Everyone perceives it differently. For example, I would never go bungee jumping, but I know a bungee jumper who is scared of the stock market and keeps all his money in cash. As...

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Why Retirement Health Care Costs are Scarier than Ebola

  “I heard that Ebola care can cost $25,000 per day!” Ted exclaimed. Our conversation on health care had digressed. Patty and Ted, both in their early sixties, were confident that their savings would...

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The Other Talk™: A Book Review

“Couldn’t put the book down!”  Normally, people say that about a book because reading it was exhilarating, exciting, filled with drama, culminated in a “feel good” ending or with a WOW — didn’t see...

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Used Coffee Grounds and Louis Vuitton: When Designer Bags are More Practical...

I had just offered my sister-in-law, Missy, a cup of coffee, and she refused, saying “I am not drinking a cup of coffee that costs over a dollar!  That’s ridiculous!”  You see, I have a Keurig machine...

View Article

An Ounce of Prevention is Worth a Pound of Cure: How you Can Avoid...

“Concierge Financial Planning: Cheap VIAGRA.” I stared in disbelief, rubbed my eyes, looked again, and it was still there. I had Googled my blog in order to show it to friend, and mixed in with...

View Article

The Greatest Risk is Not Taking One

Risk is a funny thing. Everyone perceives it differently. For example, I would never go bungee jumping, but I know a bungee jumper who is scared of the stock market and keeps all his money in cash. As...

View Article


Why Retirement Health Care Costs are Scarier than Ebola

  “I heard that Ebola care can cost $25,000 per day!” Ted exclaimed. Our conversation on health care had digressed. Patty and Ted, both in their early sixties, were confident that their savings would...

View Article


The Other Talk™: A Book Review

“Couldn’t put the book down!”  Normally, people say that about a book because reading it was exhilarating, exciting, filled with drama, culminated in a “feel good” ending or with a WOW — didn’t see...

View Article

Crowdfunding for Christmas

You are all familiar with crowdfunding, right? It’s the practice of funding a venture by raising many small amounts of money from a large number of people. President Obama pioneered its use to get...

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A Reverse Mortgage in Retirement: Taking out what you put into your house for...

June and Joe are 73 and 75 respectively. They are happily retired and still living in the home where they raised their three children. Like many people their age, they panicked in the 2008 financial...

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To Annuitize or Not to Annuitize

“What do you think of these annuities?” Mel asked. “An insurance guy I know is advising us to transfer all of our remaining IRAs into these two investments, and I’m not confident it’s the right...

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Timing is Everything: New Free Retirement Tools can Help you Decide if the...

One of the most frequent questions I get from pre-retiree clients is, “When I retire, how much can I spend annually and not run out of money?” Most people can’t easily translate their mishmash of...

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Am I Thin Yet? Investing Tips from Successful Dieters

My husband, Peter, started a diet last Monday, despite my protestations that he does not need to lose weight. He carefully prepared and ate an egg white and tomato omelet with a dash of feta cheese,...

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Social Security and Divorce: Have your Cake and Eat it too

“I’m ready to move on,” explained my client Lisa, “but not to rocking chair, porch-sitting retirement.” At 60 years old, Lisa is in full retirement planning mode, but her idea of what to do after...

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The Harm in Financial Journalism

In most areas of our lives, the more information you get, and the more up-to-the-minute it is, the better we can do business and make astute decisions. It is interesting that investing is one area...

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A Foolproof Trick to Save 10% on America’s Top Colleges

Yes, it’s true, anyone can save 10% or more in four year college expenses. That could easily mean more than $25,000 in your pocket. And, there is no need to complete the FAFSA financial aid form or...

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Relax Dads, But Just 10%

“Don’t buy the stock yet,” I told my wife, “it’s going to go down a few more points.” We were investing in a new company that I believed in and it was experiencing some early growing pains. I wanted to...

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Life Satisfaction and Economic Growth

You’re probably tired of hearing about the Greek debt crisis, but sometimes it helps to connect the abstract with the concrete—that is, the huge numbers involved with the actual lives of the people...

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