HapiMoney

Economic Outlook (Guest Post)

Image by artemuestra via Flickr The following post was written by Thomas King, a CPA and financial planner based in Kansas City.  The following letter was sent to his clients last week, and he allowed us to repost it in its entirety. These views are not necessarily reflective of his firm, CBIZ. As you are [...]

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Application Launch – Analyze your Finances

Image by sbwoodside via Flickr For the last few months, I’ve been hard at work on a comprehensive system for determining what to do with your money. I’ve spoken with financial advisors, friends and family, working to establish the easiest and most effective way to give you a personalized financial report. And now, it’s ready [...]

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How do you figure out your asset allocation?

Once you’ve determined how much cash to keep on hand the next step is to figure out what to do with the rest of your assets.  It seems confusing, especially if you’ve never done it before, but it’s not. These assets should be divided into two categories, fixed income (or assets whose value is derived [...]

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Information Overload – What are some good index funds?

Image by Getty Images via Daylife How do you decide what stocks to purchase? Which index funds are the best? The problem with finance isn’t the lack of information but rather that there is too much of it. The paradox of choice overwhelms us and in the end, we do nothing, and stick with the [...]

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Retirement Calculators are Risky

Image via Wikipedia MarketWatch just came out with an interesting article analyzing twelve different retirement calculators (courtesy of the Society of Actuaries) and came to the conclusion that they all, in short, sucked. Here are the reasons they listed as the short comings: Longevity- In other words, how long will you live. Average age is [...]

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