By CHM on Nov 15, 2007 in Blogroll | 1 Comment
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Generation X Finance and my blog have a lot in common. Most of our posts are targeting the same demographic (GenXer’s) and our objective is eerily similar.
His tag line states, “helping a unique generation achieve financial independence.” And my goal is more or less the same thing. Take a look at my About widget over there to the right and see for yourself.
I remember, back in late June, brainstorming different names for my blog and coming across Generation X Finance. For half a second I was disappointed because I thought someone beat me to the idea. Yes I was a bit naive when it came to blogging, but I’m getting better.
Continue Reading “Blog Review: Generation X Finance”
By CHM on Nov 14, 2007 in Blogroll | 0 Comments
Blueprint for Financial Prosperity has been around since early 2005.
The site’s author has been featured in the NY Times, Business Week, as well as RealMoney— a site that I’ve read almost every weekday for the past 5 years.
This blog has a different feel than some of the others I subscribe to. This blog is definitely a bit more edgy and the more I read the more I like. Blueprint has a lot more articles that I would categorize under the heading of investment related advice.
Continue Reading “Blog Review: Blueprint for Financial Prosperity”
By CHM on Nov 9, 2007 in 'Down Home' Financial Calculators, Blogroll, Featured | 3 Comments
Much of what I write about is specific to my experiences in the financial services industry.
My existing clients are the the type of people that are in need of a ‘formal’ financial plan. And the majority of my clients already have a significant asset base.
They have many complex issues that need servicing. For instance, they pay me to manage their investments, look at their insurance options, provide estate planning solutions, review disability and LTC packages, etc.
This is what I’m trained to do, this is where my expertise lies. My experiences in financial services come from dealing with this sweetspot.
Continue Reading “Integrating ‘Down Home’ planning with other finance blogs”
