I began summarizing the key principles from Happy Money by Elizabeth Dunn & Michael Norton a while back but then my blogging career came to a grinding halt. My interest in Happy Money was recently reinvigorated when I heard Elizabeth Dunn speak at the XY Planning Network’s annual conference. Hearing her speak about the principles […]
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Entries by oliverplanning
Check out these alternatives to traditional retirement planning: Mr. Money Mustache retired at age 30. Tim Ferris takes mini-retirements.
“Most people would benefit from using their money to change the amount of time they spend on three key activities: commuting, watching television, and hanging out with friends and family.” I have been summarizing key principles from Happy Money by Elizabeth Dunn & Michael Norton. This post is focused on the third concept – Buy […]
People often tell me that their financial adviser is a “nice guy”, and I think to myself (or say out loud if I’m feeling bold), “He can’t be too nice if he sold you that.” Please don’t call me a nice guy. Not if nice guys sell people financial products they don’t need. Not […]
“Abundance…is the enemy of appreciation.” I am continuing my review of Happy Money by Elizabeth Dunn & Michael Norton. Let’s take a look at the second major concept from the book – Make It a Treat. (You can click the “Buy Experiences” link below if you missed it.) Buy Experiences Make It a Treat Buy Time Pay Now, […]
I am fascinated by research on the relationship between money and happiness. So I was excited to read the recent book, Happy Money by Elizabeth Dunn & Michael Norton. The authors combed and summarized research on the ways money can buy happiness, and offer the following five principles. Buy Experiences Make It a Treat Buy Time […]
“I give myself sometimes admirable advice, but I am incapable of taking it.” ~Mary Wortley Montagu I hear you, Mary. Sometimes I give my clients advice that they do not implement and I wonder why not. I think that sometimes they choose not to take all of my advice, and I have no problem with that. I don’t […]
I recently lost my step-brother the day before his 42nd birthday. His passing was a stark reminder that life is unpredictable and sometimes far too short. Premature death seems unlikely but almost all of us know someone who passed too soon. According to data from the Center for Disease Control, 0.2% of 35-44 year olds […]
Oliver Financial Planning is now offering a flat fee service called our Financial Planning Program. This new service provides year-round financial planning and advice for a fixed monthly fee. The Financial Planning Program includes: Year-round financial planning advice, Annual portfolio rebalancing instructions, An annual financial plan update, An annual review meeting, Financial Snapshot and Action […]
Choosing the right life insurance policy can be confusing. To help you navigate your choices, Oliver Financial Planning, LLC (OFP) teamed up with Low Load Insurance Services, Inc. (LLIS) to help University of Michigan (U-M) employees compare their optional group term life insurance and individual term life insurance. If you do not work for U-M, […]