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14 November 2019 | 23 replies
A good CFP would ask you things about education planning for your kids, any legacy goals for family or charities, making sure you are up to date on estate planning and communicating with your attorney, getting a plan to make sure the investments line up with what your CPA is doing, reviewing your insurance (life, disability, long term care, property casualty) with you, and modeling your financial/retirement plan to make sure it can handle different economic environments.
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5 February 2019 | 3 replies
I only need $5,000 a month to maintain my lifestyle but I want $5,000 more for additional wealth-building opportunities or as a buffer and I want at least $10,000 a month for charity.
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18 December 2019 | 16 replies
Whether they want you to pay their rent, buy them a car, send them $100,000 for this charity or that (or a dozen), etc.
7 January 2020 | 8 replies
I was going to give to charity, but this kind of shenanigans really grinds my gears.
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1 January 2020 | 34 replies
You are a business not a charity.
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13 May 2020 | 74 replies
They did not buy it to be a charity.
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6 January 2020 | 18 replies
I’m not a charity, maybe one day I can provide for something that hits my heart the right way.
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13 November 2019 | 6 replies
At the very least raise it enough to cover taxes and insurance increases.Otherwise you are giving out charity.
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4 May 2020 | 9 replies
Am I right to assume you're not running a charity?