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Author Archives: Troy
The Market at a Record High: Now What?
Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high? Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing: fear and greed. Greed I’m amazed how we tend … Continue reading
Posted in Investments, Retirement, Savings, Taxes
Tagged Fee-only Financial Planning, financial planning
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Why 2013 is Different
Tweet Here we are into month five of 2013, and many folks out there have no idea how this year is any different than 2012. The bad news is that this tax year is much different than years past. Provisions put into place by The American Tax Payer Relief Act of 2012 will impact the taxable bottom line of almost all taxpayers. … Continue reading
Posted in Fee-Only Financial Planning, Retirement, Savings, Taxes
Tagged Fee-only Financial Planning
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Masterful Thoughts 2013
Tweet There are some things in life that I simply love: my family, my faith, my friends, and The Masters Golf Tournament. I was fortunate enough to once again attend the Masters this year with my friend and his two sons, and, again I wasn’t disappointed. In a world full of heartbreak, disaster, disappointment, and terrorism, thankfully there are times and circumstances … Continue reading
Taxes and the Value of Your Time
Tweet I have written in the past about the value of fully utilizing all deductions when it comes to income tax preparation. The IRS will certainly come after you if you don’t report all income, but the IRS will not hunt you down to let you know you missed a deduction. It’s your responsibility to put forth the time and effort, but … Continue reading
Posted in Taxes
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Lessons from Lefty
Tweet This past weekend marked Phil Mickelson’s (AKA Lefty) 41st PGA tour victory. He confidently won the Phoenix Open by four strokes over Nashville native Brandt Snedeker. Interestingly enough, Phil had not played well leading up to this event, but Phil’s poor play was not the only topic the media was discussing prior to last week’s victory. A couple weeks ago, Phil … Continue reading
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
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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
Mindful Money Magazine- A Quick Review
Tweet Mindful Money is a new E magazine available via the Apple App Store. It’s a great new magazine that delivers wonderful content from the fee-only financial advisor perspective. If you are looking for ideas and info from folks who are not looking to sell you anything, this is a great place to get it. I was fortunate enough to be asked … Continue reading
Posted in Fee-Only Financial Planning
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When a Penny Makes a Difference
Tweet Are you a business owner? Are you an employee who drives a lot and is not reimbursed for mileage? Do you track your business mileage? If you don’t, you should! Appropriately deducting mileage is a great way to save tax dollars and reduce the largest recurring expenses that we face: taxes. The IRS recently announced the standard mileage rate that goes … Continue reading
Posted in Fee-Only Financial Planning, Taxes
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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
