Financial Plan - Stash Advice

Building a Financial Plan - Part 4

On Apr 4, 2018 By Marcus Financial Plan

This is part 4 of a series on Building a Financial Plan. This posts covers portfolio asset class allocation, retirement savings, and college savings. Part 1...

Building a Financial Plan – Part 3

On Apr 3, 2018 By Marcus Financial Plan

This is part 3 of a series on Building a Financial Plan. We'll continue to explore a few more areas I've included in my financial plan: Part 1 Goals and...

Building a Financial Plan – Part 2

On Apr 2, 2018 By Marcus Financial Plan

This is part 2 of a series on Building a Financial Plan. This posts covers reducing expenses and increasing income as part of a financial plan. Part 1 Goals and...

Building a Financial Plan - Part 1

On Apr 1, 2018 By Marcus Financial Plan

About ten years ago I decided it was time to put together a financial plan document. With several kids now in the picture, I had this nagging feeling that thirty...