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Personal Financial Planning Message Board

by Less Antman, CPA

The purpose of this message board is to provide free information (as always, guaranteed to be worth at least twice the cost!) on a variety of financial topics.  The ground rules are as follows:

  1. This board is my hobby, not my business, and I participate as often as I can, but I cannot promise to answer questions in a prompt manner (or at all).  Family comes first, my practice second, and my hobby third. 
  2. There is no charge for participation on the board and, for the time being, registration isn't required.
  3. I am the sole judge as to whether a posting is appropriate or not, and will remove any posting that I consider inappropriate.
  4. This forum is for the discussion of a variety of personal financial planning topics, but NOT for the discussion of the merits or demerits of individual investments.
  5. Sound financial advice requires a complete understanding of a person's situation, so the messages posted on this board should only be treated as general information offered in good faith and not as specific advice for action.
  6. If you are interested in engaging my services as a personal financial advisor, please contact me privately at less@simplyrich.com.  I will not transact business in any state unless first registered there or qualifying for an exclusion or exemption from registration there.  I maintain complete confidentiality of relationships and information obtained from my clients, but information posted to this board is viewable by virtually anyone, and cannot in any way be considered confidential.
  7. Humor is always welcome on this forum, and you should be extra careful when I attach a [g] to the end of a sentence, since my comment may have been made in jest.  Hopefully, you will recognize the difference between serious comments and humor, but I will not accept responsibility for your inability to do so!
  8. Andrew Tobias is a dear friend of mine, but is not associated with this message board, and is not to blame for anything that is said or not said on this forum (except when he says it).  He is, however, deserving of credit for many of the wisest financial actions I have taken in my life, and the title of his most famous book, THE ONLY INVESTMENT GUIDE YOU'LL EVER NEED, is a fine example of truth in advertising.  I strongly encourage you to check out the daily commentary on his web site at http://www.andrewtobias.com as long as you totally ignore his political opinions. [g]
  9. If you are asking a question or introducing a new subject for discussion, click on NEW TOPIC.  Click on ADD REPLY only if you are responding directly to something said in another message.  Naturally, try to make your subject headers descriptive so people browsing the forum can quickly locate topics of interest to read.

Enter the Personal Financial Planning Forum