Financial Planning

^z 3rd April 2025 at 7:51am

A few points worth remembering from a recent short course on retirement issues:

  • diversify!
  • define goals and write them down, e.g.:
    • retirement
    • education
    • parental care
    • estate
    • major purchases
  • don't try to "time the market"
  • consider long-term care insurance
  • consider "life documents" such as:
    • power of attorney
    • health care wishes
    • will
  • be realistic
  • keep it simple

And I learned a funny new term: Slash Attorneys — lawyers who have lots of "slashes" in their advertisements: personal injury / divorce / workman's compensation / medical malpractice / DWI defense / etc.

Beware the slash attorney!

(cf. Money Wisdom (2001-01-20), Good Fortune (2004-12-12), ...) - ^z - 2008-03-15


(correlates: DangerousGame, SupplyAndDemand, SanguineDisposition, ...)