Monthly Archives: November 2012

To be (thankful) or not to be?

Tweet What does Thanksgiving mean to you? Well, for me it’s time with family and friends…..and lots of great food!  I love this time of year. But, I am constantly amazed at the level of negativity in which we live.  We are constantly bombarded with negative images and ideas.  We just spent the last six months or so being told to vote … Continue reading

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What 2013 may bring?

Tweet Each year at this time, I begin to focus on year-end strategies to help my clients be the best they can be, financially that is.  As a fee-only financial advisor, I have been preparing and spending additional time strategizing for wrapping up 2012 and moving into 2013. As we face the fiscal cliff, we as a country have many decisions to … Continue reading

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Unexpected Inheritance….Now What?

Tweet Beloved Aunt Millie dies and leaves you some cash. Now what? How about a new house? Do you rush out and buy that new car? Unfortunately, a new car is often on the top of the list of purchases. I am often surprised at the lack of forethought that goes into the decision making process of most Americans when it comes … Continue reading

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Posted in Cash Flow & Debt, Fee-Only Financial Planning, Financial Planning, Taxes | 3 Comments