Well, I have decided that Fridays will be Case Study days. Are you so excited? No? Maybe just confused? Well, ok, I guess I can explain.
Case Study Fridays will involve real world-ish examples of people who want to use their finances to meet certain goals. Since I will probably be addressing one financial issue per week, the case study will involve someone trying to deal with that particular issue. Single people, married people, people with kids, retired people, all kinds of people! All kinds of goals, too: saving for an emergency fund, getting out of debt, early retirement, funding a college education, and so on and so forth.
My hope is that we’ll both learn from this exercise. I hope you’ll come across case studies that are similar to your actual circumstances, and in doing so glean useful information. And as for me, well, when I take my CFP exam it will be mostly in the form of case studies. So, this is great practice!
Would you like to be a case study? You’ll give me something to post about, and you in return will get some free financial planning advice. And, of course, you’ll remain anonymous. If you’re interested, shoot me an e-mail (through the Contacts page, please) or leave a comment on this post.
And that brings me to next week, which is all about insurance. Hey! Stop yawning! Listen, adequate insurance + an emergency fund are like. . .like the super twins! They work together to rescue you and/or your family when life gets all sucky. Expect posts on health, disability, and renter’s insurance, as well as the first ever brand spanking new super shiny Case Study Friday.
