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Jon Luskin, CFP® • Hourly Advice for Do-It-Yourself Investors

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Financial Planning

Financial Planning in Divorce

March 1, 2018 By Jon Luskin Leave a Comment

Financial planning in divorce is something most financial planners will eventually have to deal with. Fortunately, one CFP® professional gave a presentation some divorce financial planning best practices at the FPA of Minneapolis symposium. (As a side note, know that laws do vary by state.) Here are some takeaways from her talk. Use a Balance Sheet for […]

Annuity Rule of Thumb

October 23, 2017 By Jon Luskin Leave a Comment

As a fee-only financial adviser and fiduciary, much of what I do at Define Financial involves unwinding new clients from the garbage they were previously sold by commissioned salespeople. (Naturally, I have a strong opinion about this!)  Sometimes, this means trying to figure out how to get a client out of a non-traded REIT. Other […]

Clark Howard’s Secret to Success

October 6, 2017 By Jon Luskin Leave a Comment

I’m a huge fan of Clark Howard. (I’ve been listening to his podcast for years.) And it’s not just the fact that he dispenses invaluable financial advice. Of course, that’s great. But the thing that’s really awesome about Clark Howard is how genuine he is. He really wants to help people. He really wants to do […]

How Many Times Do You Ask the Same Question?

September 29, 2017 By Jon Luskin Leave a Comment

Recently, we had a local financial planner solicit our financial planning services. We were honored by the request. You may be wondering: Why would a financial planner outsource their personal financial planning?

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What I’m Reading Now

Recent Posts

  • Bogleheads® Live 45: Factor Investing with Wes Crill
  • ‘TIPS Ladder Mania at the 2023 Bogleheads Conference’ or ‘Stay the Course’
  • Bogleheads on Investing 62: Steve Chen on DIY Retirement Planning Tech
  • Bogleheads on Investing 61: Cody Garrett on Early Retirement
  • Bogleheads on Investing 60: Jonathan Clements on “My Money Journey”

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Disclosures & Legal

Jon Luskin is able to work with individuals in all states, except Louisiana, and is a registered investment adviser in the states of California, Florida, Massachusetts, New York, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

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