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How Financial Planning Differs for the FIRE Community

FIREBy Daniel Kenny, CPA, CFP®August 2, 2019

Today, I describe the differences in financial planning for those in the financial independence movement. I did not record this video from heaven, but I did include some prophetic tips! Highlights include the following: A high savings rate could mean you need to consider asset location in addition to allocation. Consider that bonds and bond…

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Asset allocation: What’s Right for Me?

Q&A, UncategorizedBy Daniel Kenny, CPA, CFP®July 26, 2019

Today I discuss important factors to consider when trying to determine the appropriate asset allocation – between stocks and bonds. In the video, I reference two articles I wrote, linked below. The first article speaks to keeping what you earn by investing more conservatively. The second speaks to the multiple steps I take to determine…

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Q&A: How do I get my spouse on board with FI?

Q&ABy Daniel Kenny, CPA, CFP®July 16, 2019

Today I answer one of my most frequently asked questions: How do I get my spouse on board with Financial Independence? Primarily, I see it as a conflict of goals between the two spouses.  Having a frank and honest discussion about goals and how life will change after reaching Financial Independence is the best way…

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