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What should I ask myself about personal finance?

By Emily Wilson |

I’ll ask myself a pointed question about my personal finance situation and make myself answer the question truthfully. Usually, answering the question requires some research. Usually, it also requires some reflection about my goals and what I really value in life.

Why are there 100 questions in finance paper?

Abstract This paper contains 100 questions that students, alumni and other persons (judges, arbitrageurs, clients…) have posed to me over the past years. They were recompiled so as to help the reader remember, clarify and, in some cases, discuss some useful concepts in finance.

How often should I think about personal finance?

I found that when I really reflect on a topic, it’s a good idea to think of the topic several times throughout a single day – or even over the course of a few days – before finally writing out my thoughts and concerns. After all, the value is in the journey.

Which is the best question to ask a client about financial planning?

After asking the previous questions, you should already have a basic idea of why the client thinks he/she needs help, but it’s always best to hear it directly from the source. Some people like to handle their finances themselves, while others want someone there to do things for them.

Which is the best book for personal finance?

I recently read a very, very good personal finance book called Money Drunk, Money Sober (which I’ll review this Friday… oooh… the anticipation) where the authors made a brief suggestion of doing a personal inventory of your relationship with your money.

What should I do to improve my personal finance?

Getting started There’s never a bad time to start a project like this one. All you really need is a notebook to write in or a text editor on your computer to type in – nothing else is really required. What should I do? Start plowing through this list.