Logbook Financial Planning, LLC

Logbook Financial Planning, LLC Logbook Financial Planning provides financial life planning for Foreign Service, military and federal government employees.

Chris Cortese is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Life Planner®. Our mission is to give informed and ethical financial guidance to support those who serve our nation in the federal government and military.

Having traveled to Papua New Guinea, Angola, Cameroon, Mongolia and Tanzania in the last six years reminds me how fortun...
01/09/2025

Having traveled to Papua New Guinea, Angola, Cameroon, Mongolia and Tanzania in the last six years reminds me how fortunate we are in the U.S…compare your situation to the global population, not a celebrity, athlete, influencer, or neighbor…

“Just 1.5% of the global population is made up of millionaires. More than 80% of the adult population around the world is worth less than $100,000. Four out of every ten adults on Earth have a net worth of $10,000 or less.”

Money and friendship are not always on the same page.

One of the very best blogs out there...
01/06/2025

One of the very best blogs out there...

View the video of this post here. As we approach year end, get a FREE Wealth Path Analysis from Creative Planning to ensure you’re on the right path for 2025 and beyond. What’s included? 1) Returns Are Lumpy The stock market goes up over time, but not all the time. It’s far from straight li...

“So, if I have one piece of advice for you in 2025 it’s this—don’t bet against biology.”
01/05/2025

“So, if I have one piece of advice for you in 2025 it’s this—don’t bet against biology.”

On physical decline and why prioritizing your health is one of the best financial decisions you can make.

“Market prices are forward-looking, and frequently reflect a better future than we feel as investors.”
01/04/2025

“Market prices are forward-looking, and frequently reflect a better future than we feel as investors.”

Happy New Year, everyone! 3 ideas that can improve our lives as people and investors...Accept that you are a pea-brained human. You need systems.We are too frequently our own worst enemy because our wiring is so infrequently designed to do the work necessary to be successful. As the bombardment of N...

“Creating a significant health budget as one of your retirement goals will likely increase your health and lifespan.”
01/02/2025

“Creating a significant health budget as one of your retirement goals will likely increase your health and lifespan.”

Spend To Live, Save To Die Posted January 1, 2025 by Anthony Isola What do you want to last longer, your money or your life? It turns out that spending more money on certain items in retirement may add years to your longevity. Research proves those with larger salaries and increased net worth live l...

Still working on what gets him excited, still positive, still curious, still learning - that is the model for aging in t...
12/07/2024

Still working on what gets him excited, still positive, still curious, still learning - that is the model for aging in the 21st century…

Venture Capitalist Alan Patricof on Turning 90, Longevity, and Picking Good Investments

Legendary venture capitalist Alan Patricof has been going to work for decades, beginning on Wall Street in the late 1950s. He’s barely slowed down since.

Another bidding/retirement point…
09/29/2024

Another bidding/retirement point…

U.S. News and World Report ranked the countries based on several criteria including, affordability, economic stability, income equality and more.

“Great conversations—like great relationships—are the result of proper connections. The difference between an ordinary d...
09/08/2024

“Great conversations—like great relationships—are the result of proper connections. The difference between an ordinary discussion and a defining conversation is when we can look the other person in the eye and truthfully say, “I get it. Now, let’s get it done.”

Any good talk with clients should involve their inner story. Don't disregard it.

Interview with Vanguard’s new CEO…
09/06/2024

Interview with Vanguard’s new CEO…

From customer service to new client needs, the new boss answers 10 questions from columnist Allan Roth.

Good info from Meg at Flow…
09/05/2024

Good info from Meg at Flow…

A list of mistakes in estate plans. Review yours (or get an estate plan in place!) to be sure your plan accurately reflects your wishes and the law.

“A total stock index fund and a total international stock index fund reduces some of this concentration risk, though bot...
09/04/2024

“A total stock index fund and a total international stock index fund reduces some of this concentration risk, though both have underperformed large-cap U.S. funds.”

Is this the beginning of the inevitable bear, where these then-most-valuable stocks could get clobbered? Here’s what history teaches us about the current concentrated market and the current correction.

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68 Main Street
Rockport, ME
04856

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