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Old 11-20-2007, 03:42 PM
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travelstiles travelstiles is offline
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Default Re: financial planning, retirement

Sea -
Great suggestions. I also watch Suze Orman, and think she's terrific.
As managing our finances includes more than just our investable assets, I would also like to see topics such as estate planning, tax issues, etc. discussed as well.
And I am in total agreement about no salespeople or anyone looking for clients being members.
I would hesitate about excluding people who work with financial advisors, because they may also wish to learn more in order to ask intelligent questions of their advisors. Some may even decide to manage their own assets after a while, but it's not for everyone.
I've also got an idea for a name for the club - let me know what you all think:

The Financial Fitness Club :bigthumbsup:

Looking forward to getting started on this in '08 -