Monthly Archives: August 2011

What is Your Game Plan?

Tweet While the afternoon heat reminds us summer is still here, the occasional cool August morning will send my mind racing towards fall. The kids are back in school, and the smell of sports is in the air.  From pee wee leagues all the way up to the pros, teams are working out rosters and beginning the process of developing game plans. … Continue reading

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UTMA & UGMAs What are they?

Tweet As a holistic financial advisor, it’s always important that I view the big picture for my clients, and a very important piece of that picture is the children of my clients. We all want the best for our children and want them to have a life better than the one we had at their age. Sometimes our well-meaning actions will not … Continue reading

Posted in College Planning, Financial Planning, Savings | Leave a comment

Seven Tips for Uncertainty!

Tweet Okay, Now What? After a couple of tough weeks for the market, the level of fear seems to be at a pinnacle. While fear is not always a bad thing, when it comes to investment decisions, fear is not a factor we want creeping into to our thought process. Many people have said that fear and greed drive the market.  We … Continue reading

Posted in Financial Planning, Investments, Retirement, Savings, Taxes | Leave a comment

Wanna Save a Few Bucks?

Tweet This coming weekend will begin the Tennessee Sales Tax Holiday.  This annual event occurs the first Friday in August and is a great way to save a little cash.  If you are in the market for school supplies, clothing, or a new computer, it might be worth it to target your spending for this weekend. The Details                                                                                                       The sales tax holiday … Continue reading

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Posted in Cash Flow & Debt, Financial Planning, Savings, Taxes | Leave a comment