The One-Page Financial Plan
A Simple Way to Be Smart About Your Money
Whenever I tell people about my job as a financial advisor, the conversation inevitably turns to how hopeless they feel when it comes to dealing with money. More than once, they’ve begged, “Just tell me what to do.” It’s no surprise that even my most successful friends feel confused or paralyzed. Even if they have a shelfful of personal finance books, they don’t have time to make sense of all the information available. They don’t just want good advice, they want the best advice—so rather than do the “wrong thing,” they do nothing. Their 401(k) and bank statements pile up, unexamined or maybe even unopened. What they don’t realize is that bad calls about money aren’t failures; they’re just what happens when emotional…
$39.00
March 31, 2015CARL RICHARDS is a certified financial planner, author of The Behavior Gap, and the director of Investor Education for The BAM Alliance. His column, “The Sketch Guy,” runs weekly on The New York Times Web site, and he is a columnist for Motley Fool and Morningstar Magazine. He speaks frequently worlwide at financial planning conferences. He lives in Park City, Utah.
The Behavior Gap
Carl Richards