Monthly Archives: January 2013

Welcome, Kathy Watkins

Tweet As we enter into 2013, I am excited to introduce a new member of the Von Haefen Financial Management team, Kathy Watkins.  Kathy, is a virtual assistant who is also certified as a registered paraplanner and resides in the Mid West.  She will work remotely with VFM and my clients. Kathy’s primary role with VFM will be to improve the client … Continue reading

Posted in Fee-Only Financial Planning | Leave a comment

Moving into 2013 with The American Taxpayer Relief Act of 2012

Tweet We’re almost midway through January, and I’m still trying to get a handle on all of the provisions of the American Taxpayer Relief Act of 2012 (ATRA).  This bill was signed into to law by President Obama on January 2nd but made some laws retroactive back to January 2012 (yes, January 1, 2012).  This broad sweeping bill creates a wide swath … Continue reading

Related Posts Plugin for WordPress, Blogger...
Posted in Fee-Only Financial Planning, Financial Planning, Taxes | Tagged | Leave a comment