Financial plans are holistic, they aren’t simply retirement analyses. After all, as we’ve discussed many times on this blog and on our podcast, Today y Mañana, everything from your estate planning to your risk management can be a part of it. There are plenty of reasons to talk to your financial advisor about more than just your financial plan, here we’ve highlighted the 3 most important ones.

You may have missed this piece of information on the internet, but it turns out that a house on Mars was sold for five hundred thousand dollars. If you were wondering, after all the news of Facebook changing its name to Meta and spending billions of dollars on the metaverse, how individuals or businesses can make money on the metaverse, this is one great example of how…

Goals. When it comes to the end of the year, we start with all sorts of goal-based ideas for what we want to do. New Years Resolutions abound and usually they are based in some self-improvement desire. We want to improve our health, we want to improve our social life, we want to improve our organization to better our lives. Some important things that we often forget to organize, or tend to put off, are our financial goals. Having a step-by-step process can make it easier to get those financial goals lined up and give us a good sense of what needs to get done to realize those goals.

Not all sectors are made equally. That’s one of the first aspects of investing in the real world that’s different from the investing world. Conceptually, for instance, you can understand investing as different sets of strategies, for instance, high yield, growth, dividend etc. Realistically, a company can be a manufacturing company at any stage, high yield, growth, and given time, can even become a dividend aristocrat.

You’ve probably seen those commercials about people who own gold and try to convince you to invest in gold as well. Why is that? And why hold gold? Gold’s uses are limited, other than jewelry and some machinery, and yet it seems to be a commodity that garners a tremendous amount of attention from investors.

You may have caught my segment on Today y Mañana, a local Charlottesville podcast we are hosting through the iLoveCville network every Thursday at 10:15 am (You can check it out here). If you did not manage to tune in (you should!), our topic of discussion was Long-Term Care Insurance in our domestic market of Charlottesville, Virginia from a financial planning standpoint.

I discovered Zen Buddhist Koans while I was studying the spread of Buddhism in college, and since then, have had a particular fascination with them. An extremely brief Kafkaesque story with depth and symbolic meaning that can be confusing, humorous, tragic, entertaining, and enlightening? Sign me up!