Portfolio Advisors Blog

Our Blog postings occur from time to time when we have an interesting article or opinion to share. We hope that you will find our postings of interest and encourage to forward them on to your family and friends.

Here’s a Map to Basic Fundamental Financial Planning

We just came across a great Financial Planning Flowchart that was published in the December 20 issue of Business Week. It was put together by the Business Week team of Nick Summers and Karen Wise with input from Milo Benningfield, a San Francisco-based financial planner; Eleanor Blayney, consumer advocate for the Certified Financial Planner Board of Standards; Tim Steffen, Director of Financial Planning and Wealth Management at Robert W. Baird; Maria Bruno a senior investment analyst at Vanguard Group and Meir Statman, finance professor at Santa Clara University.

The chart does a nice job of mapping out basic financial planning tenets and touches on debt management, retirement planning and insurance needs. We thought you might find it worthwhile in your planning for 2013 and perhaps even a little fun.

Please check it out at the link below:

http://www.businessweek.com/articles/2012-12-20/the-financial-planning-flowchart

Important Year-End Information
2012: The Year It Didn't Happen

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