What Makes Seeking Counsel So Difficult?
In my book, I outline three core investment principles that can help individuals make better financial decisions: have a plan , be...
top of page
Work Overview
LATEST PROJECTS
Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Aenean commodo ligula eget dolor. Aenean massa. Cum sociis natoque
No Charge 30 Min Consultation |407-393-5985| info@planassist.com
Search
Timothy Clifford
- Jul 28
- 4 min
Top Three Financial Mistakes People Make
I recently wrote a book on making better financial decisions and have been doing podcast interviews to promote it. One question I get...
11 views
Timothy Clifford
- Jun 21
- 4 min
The Predictable Retirement Crisis: How the 1980s Shift Blindsided Boomers
Like many crises, the retirement crisis facing baby boomers today was predictable; for those who grew up in the 1970s, watching a train...
8 views
Timothy Clifford
- Jun 13
- 4 min
Maximizing Your 401(k): A Cornerstone of Your Retirement Strategy
Planning for financial independence is a crucial step in securing your future, and one of the most powerful tools you likely have is your...
14 views
Timothy Clifford
- May 11
- 4 min
Note to New Clients: Welcome to PlanAssist®
Hi Client, Congratulations on taking the next step toward managing your financial decisions effectively. Enrolling in PlanAssist® is a...
46 views
Timothy Clifford
- May 5
- 4 min
Engineering Your Wealth: Strategic Financial Planning with Professional Advice
Navigating financial decisions can be challenging, especially when it comes to accumulating and managing wealth. A critical element that...
22 views
Timothy Clifford
- Apr 13
- 4 min
Note to Clients - Understanding Advisory Fees: Transparency and Value in Financial Services
Hi Client As with most services we pay for, it's wise for us as clients to periodically confirm that our payments align with industry...
43 views
Timothy Clifford
- Apr 2
- 5 min
Make Better Financial Decisions - (8 of 9) Common Financial Pitfalls
Financial decision-making often appears daunting, leading many into a pattern of inaction. This hesitation can arise from fear of poor...
65 views
Timothy Clifford
- Mar 31
- 5 min
Make Better Financial Decisions - (7 of 9) Integrating the Principles
Wealth management is a facet of life that intertwines with family, career, social engagements, and other commitments demanding our time...
49 views
Timothy Clifford
- Mar 31
- 13 min
Make Better Financial Decisions - (6 of 9) Seek Counsel: Build a Circle of Advisors
Why should we seek advice or counsel? Essentially, it means soliciting input, which can help us avoid financial mistakes and provide a...
71 views
Timothy Clifford
- Mar 31
- 9 min
Make Better Financial Decisions - (5 of 9) Be Diversified: Invest in Seven Ventures
Diversification is not a new concept; its roots stretch back thousands of years, and it remains a vital component of financial...
55 views
Timothy Clifford
- Mar 30
- 8 min
Make Better Financial Decisions - (4 of 9) Have A Plan: The Cornerstone for Building Wealth
Why have a plan? A plan helps you and your spouse avoid significant financial mistakes, by allowing you to budget and prioritize your...
64 views
Timothy Clifford
- Mar 29
- 8 min
Make Better Financial Decisions - (2 of 9) The Foundation: The PlanAssist® Process
Making Money ≠Having Money. It's commonly understood that income and net worth are not always directly correlated. This connection can...
57 views
Timothy Clifford
- Mar 29
- 3 min
Make Better Financial Decisions - (1 of 9) Introduction
A frustrating point for many is that income and net worth do not always correlate. Making more money seems to align with spending more...
66 views
Timothy Clifford
- Mar 28
- 4 min
Make Better Financial Decisions - (9 of 9) Conclusion
Make Better Financial Decisions - (9 of 9) Conclusion Making Money ≠Having Money. Strive to ensure that by your 60s, you belong to the...
59 views
Timothy Clifford
- Mar 25
- 7 min
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy
Make Better Financial Decisions - (3 Of 9) Balancing Act: Planning with a Strategy Understanding the distinction between strategy and...
79 views
Timothy Clifford
- Feb 17
- 2 min
Core Satellite Investment Strategy
The Core Satellite, or some version of it, is a common investment strategy, and in my opinion, it is a productive way to structure one's...
6 views0 comments
Timothy Clifford
- Feb 16
- 4 min
Balancing Act: Managing Financial Risks
Finding Balance Through Fewer Rules AI developers have recognized that rule-based decision-making can quickly become outdated. Instead,...
55 views
Timothy Clifford
- Feb 15
- 2 min
An Overview of Our Financial Reviews: Understanding the Six Pillars
When engaging with professionals across various fields, such as Taxes, Financial, Medical, Law, and Insurance, it's often challenging to...
6 views0 comments
Timothy Clifford
- Feb 15
- 4 min
The Three Filter Approach: Simplifying Major Financial Decisions
These three customized filters are intended to help you make financial decisions more quickly and with better results. These filters have...
12 views0 comments
bottom of page