The Middle Way Method
Where Top-Down Meets Bottom-Up
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Keep-It-Simple Financial Planning (Part 2)
Last week in Keep-It-Simple Financial Planning (Part 1) I shared the economic theory of utility, which says that people have an unlimited number of desires and only limited means to fulfill them. We explored whether debt is bad, reviewed key financial terms, and walked through a net worth analysis. This...
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Keep-It-Simple Financial Planning (Part 1)
When you look at your finances, do you feel empowered or depressed? There are few things in our personal lives that run to such extremes as our finances. Do you understand how to pay off your debts? Will you be ready for your retirement? Will you be able to retire?...
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DIY Planner Forum Archive: Early Planning Experiments
I found that diyplanner.com went a different direction and all of the old content was removed, so I’m salvaging these posts here to show the growth of the Middle-Way Method. Spanning 2006 to 2008, they capture my early experiments with planning systems, feedback from others, and my exploration of Franklin...