Tag: financial planning

In this week's show, Aaron discusses the need to live within your means.

The various aliyah organizations, from Nefesh b’Nefesh to the AACI, ESRA, and many more, are all on hand to provide advice, information, and moral support.

Did you know that the most important part of a financial planning meeting occurs even before you set foot inside your financial adviser’s office? Before you meet for the first time, you need to do your homework. Even the most professional adviser can’t help you if you haven’t done these three things.

The last time you were at the circus did you gasp as the trapeze artist swung through the air? Even though his antics might be scary, there’s a strong safety net catch him in the event of a fall. Hopefully, the trapeze artist won’t ever need to use it. But it is always there – just in case.

As a financial planner, I often ask new clients why a particular investment is included in their portfolio. One answer that I find somewhat worrying is: “I don’t really know how to explain it, but I just had a gut feeling that this stock was going to be a winner!”

As a financial adviser I notice that certain money mistakes are very commonplace. Are you making these kinds of errors that can destroy a fortune? Instead of learning from your own mistakes, try learning from other people’s mistakes. Here is a list of some of the most common mistakes in financial planning.

Wealth transfer is a hot topic in financial planning. Thinking about how to pass funds from one generation to the next can be emotionally difficult. Perhaps the older generation doesn’t approve of the way the younger spends the money, or the younger generation isn’t involved in the family business. Furthermore, tax and legal issues can complicate matters.