--- title: The View From Here | Financial Planning (2) description: Financial Planning | (2) --- [![orange-logo.png](https://www.planforyourtomorrow.com/hs-fs/hubfs/PFYT,2018/About/orange-logo.png?width=77&height=53&name=orange-logo.png "orange-logo.png")](https://www.planforyourtomorrow.com) This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. **Access** [![PFYT Planner](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/planner_icon3.png?width=64&name=planner_icon3.png "PFYT Planner")](https://wealth.emaplan.com/ema/lpl/planforyourtomorrow) [![Orion Performance Reporting Portal](https://www.planforyourtomorrow.com/hs-fs/hubfs/Icons/Orion_Logo.png?width=62&name=Orion_Logo.png "Orion Performance Reporting Portal")](https://login.orionadvisor.com/login.html) [![Video Conference](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1126847570-png/Social_Icons/Gotomeeting-icon.png?width=64&name=Gotomeeting-icon.png "Video Conference")](https://global.gotomeeting.com/join/734633557) [![LPL Accountview](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565280137-png/Social_Icons/LPL_Accountview_Icon.png?width=64&name=LPL_Accountview_Icon.png "LPL Accountview")](https://myaccountviewonline.com/AccountView/) [![Plan Sponsors](https://www.planforyourtomorrow.com/hs-fs/hubfs/Social_Icons/PLAN_VAULT_ICON.png?width=64&name=PLAN_VAULT_ICON.png "Plan Sponsors")](http://plans.fiduciarymanagement.com/planforyourtomorrow/Login) [![Schwab](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1562947778-png/Social_Icons/Schwab_icon.png?width=64&name=Schwab_icon.png "Schwab")](https://client.schwab.com/Login/SignOn/CustomerCenterLogin.aspx) [![Fidelity](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1565325402-png/Social_Icons/Fidelity_Icon.png?width=64&name=Fidelity_Icon.png "Fidelity")](https://login.fidelity.com/ftgw/Fas/Fidelity/RtlCust/Login/Init?AuthRedUrl=https://oltx.fidelity.com/ftgw/fbc/ofsummary/defaultPage) [![Schwab Institutional Intelligent Portfolios](https://www.planforyourtomorrow.com/hs-fs/hubfs/Ring-pie%20chart.png?width=64&name=Ring-pie%20chart.png "Schwab Institutional Intelligent Portfolios")](https://institutionalintelligent.schwab.com/) [![FACEBOOK](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1011587836-png/Social_Icons/facebook-1.png?width=64&name=facebook-1.png "FACEBOOK")](https://www.facebook.com/Planforyourtomorrow) [![TWITTER](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463084-png/Social_Icons/twitter-1.png?width=64&name=twitter-1.png "TWITTER")](http://twitter.com/ThomasRHurford) [![LINKEDIN](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1220068289-png/Social_Icons/linkedinfinal.png?width=64&name=linkedinfinal.png "LINKEDIN")](http://www.linkedin.com/company/plan-for-your-tomorrow-inc) [![YOUTUBE](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-1008463079-png/Social_Icons/youtube_(1).png?width=64&name=youtube_(1).png "YOUTUBE")](http://www.youtube.com/user/planforyourtomorrow/) # Financial planning ## [Enhancements coming to PFYT.](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Sep 27, 2016 [![](https://www.planforyourtomorrow.com/hubfs/Blog/Website_Blog_Image.png) ](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) There have been a lot of things happening behind the scenes at PFYT lately, and we wanted to take a minute to let you in on some of them. I sat down to write about a few of them, and began with a yellow legal pad and a pen, and started.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/enhancements-coming-to-pfyt-new-planning-and-investment-capabilities) ## [The New PFYT "Planner" Financial Planning suite is live!](https://www.planforyourtomorrow.com/the-view-from-here/the-new-pfyt-planner-financial-planning-suite-is-live) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 11, 2015 [![](https://www.planforyourtomorrow.com/hubfs/Blog/PFYT_Planner_Capture-4.png) ](https://www.planforyourtomorrow.com/the-view-from-here/the-new-pfyt-planner-financial-planning-suite-is-live) We are pleased to announce (after what seemed like a very long beta test) the rollout of the PFYT Planner, our new interactive planning portal for use with our planning, advisory and consulting clients. I boasts a number of compelling.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/the-new-pfyt-planner-financial-planning-suite-is-live) ## [KEEPING TRACK of what you own is a good start to financial planning.](https://www.planforyourtomorrow.com/the-view-from-here/keeping-track-of-what-you-own-is-a-good-start-to-financial-planning) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 17, 2015 [![](https://www.planforyourtomorrow.com/hubfs/Blog/Go_pro_camera.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/keeping-track-of-what-you-own-is-a-good-start-to-financial-planning) We are regularly informed by our property and casualty insurers of the advisability of maintaining a record of our possessions for insurance purposes. It is usually recommended that we take note of the significant items in a written.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/keeping-track-of-what-you-own-is-a-good-start-to-financial-planning) ## [Adding Physical Risk to the Financial Planning Discussion](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Oct 07, 2015 [![](https://www.planforyourtomorrow.com/hubfs/burglar-612468-edited.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) I can’t tell how my portfolio is doing today, because somebody stole my laptop! Investors are always asking me about the different risks they face. They regularly ask me about investment risk. They occasionally ask me about the risks.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/somebody-stole-my-laptop) ## [Five reasons thinking deeply about the critical questions leads to good financial planning.](https://www.planforyourtomorrow.com/the-view-from-here/five-reasons-thinking-deeply-about-the-critical-questions-leads-to-good-financial-planning) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Jan 30, 2015 [![](https://www.planforyourtomorrow.com/hs-fs/hub/395206/file-2421200660-jpg/Pictures/Blog_Images/Hedge_Maze_jpg.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/five-reasons-thinking-deeply-about-the-critical-questions-leads-to-good-financial-planning) When we give our clients our “Critical Questions” to review at the kickoff of the financial planning process, we always caution them to think about each question as a scenario, to put themselves in situ and play it out. Why do we do this?.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/five-reasons-thinking-deeply-about-the-critical-questions-leads-to-good-financial-planning) ## [MLK can teach investors a thing or two.](https://www.planforyourtomorrow.com/the-view-from-here/mlk-2015) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Jan 19, 2015 [![](https://www.planforyourtomorrow.com/hs-fs/file-2351499885-jpg/Blog/Celebrate_the_faith_in_the_future_of_Martin_Luther_King_Jr.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/mlk-2015) It seems like investors are always looking for somebody to emulate. I find investors dissecting the buying decisions (and annual investor letter) of Warren Buffet, reading books by Peter Lynch, and spending hours trying to figure out how.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/mlk-2015) ## [Improving online financial security with low-tech password management--part 3](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-management-part-3) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 16, 2014 [![](https://www.planforyourtomorrow.com/hs-fs/file-2231571833-jpg/Blog/Secure_Passwords.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-management-part-3) Okay, given that we are on a little low-tech password management campaign here, I am going to offer a variant that might be useful to add security to any of the previous methods discussed. This post builds on any of the systems we already.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-management-part-3) ## [Barter--a financial consultant weighs in on an ancient system of trade](https://www.planforyourtomorrow.com/the-view-from-here/barter-a-financial-consultant-weighs-in-on-an-ancient-system-of-trade) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 09, 2014 [![](https://www.planforyourtomorrow.com/hs-fs/file-2204841209-jpg/Blog/Barter.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/barter-a-financial-consultant-weighs-in-on-an-ancient-system-of-trade) There are many old ideas getting recycled these days, and we are going to be writing about a lot of them here, as we look at them from a financial planning perspective. Some of them have definite financial planning benefits, and others.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/barter-a-financial-consultant-weighs-in-on-an-ancient-system-of-trade) ## [Improving online financial security with low-tech password maintenance, (part one).](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-maintenance-part-one.) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Dec 02, 2014 [![](https://www.planforyourtomorrow.com/hs-fs/file-2163910015-jpg/Pictures/little_black_book.jpg) ](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-maintenance-part-one.) Over the years we have often heard from our clients about their concerns regarding their financial information being on the internet. People have expressed doubts about the security of their investment portals and worried about people.. [Read More](https://www.planforyourtomorrow.com/the-view-from-here/improving-online-financial-security-with-low-tech-password-maintenance-part-one.) ## [Choosing a Financial Advisor Interview Questionnaire](https://www.planforyourtomorrow.com/the-view-from-here/a-financial-advisor-interview-questionnaire) Posted by [Tom](https://www.planforyourtomorrow.com/the-view-from-here/author/tom) on Nov 29, 2014 In support of the whitepaper... NOTE: The purpose of this interview is to examine two things — First, whether the advisor is an appropriate match and second, to evaluate the advisor’s degree of candor. Look for signs of evasion, and.. 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