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Twenty Basic Financial Planning Formulas

Move over Oscar Wilde, Winston Churchill and Warren Buffett. These savvy wordplay have nothing to do with these working financial advisors, who have agreed to express their core threads—truth or opinion—about investing and financial planning in a concise, witty and memorable way.

In response to the nomination for the thread for this article, WealthManagement.com Over 100 entries were received from working financial advisors. To qualify as an aphorism, a statement must reveal a truth in a concise or cryptic way. The only requirement: that the formula be the original creation of the financial advisor. Congratulations to these 20 consultants for their creativity and originality. There is a lot of wisdom and inspiration among these formulas that can be applied to your own practice.

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