Author Archives: Troy Von Haefen

Your Last Wishes

Tweet In a recent meeting with a client, we were deep in conversation about estate planning.  The client mentioned she had a few final wishes she wanted to be carried out.  She asked if these wishes needed to be written into one of her legal documents.  While I am not an attorney, I was able to lend her some simple advice. Most … Continue reading

Posted in Estate planning, Fee-Only Financial Planning | Tagged , , | Leave a comment

BREXIT and You

Tweet I’m sure most of you have heard that last Thursday, July 23rd, the United Kingdom voted to separate from the European Union. I’m also sure you noticed the market slide of over 3% the following day, Friday July 24th.  The effects of this break-up will be months in the making, and the powers-that- be state the emancipation will take place over … Continue reading

Posted in Financial Planning | 1 Comment

It’s Different this Time…or is it?

Tweet Okay, the stock market is taking a beating. First things first, take a deep breath!  The sky is not falling…just meager snowflakes on this cold winter day here in Nashville.  I turned on the financial networks this morning to find the usual suspects spewing fear.  Run for the hills! Remember the talking heads are there to drive ratings. They are not … Continue reading

Posted in Fee-Only Financial Planning, Investments | Leave a comment

Wrapping Up 2015

Tweet As we come to the close of 2015, we can look back and review a year that was just plain odd.  We spent most of 2015 waiting for the Federal Reserve to raise interest rates.  Finally, in December, they pulled the trigger for a quarter percent increase.  The market initially cheered this move but has since declined, which is more in-line … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning | 6 Comments

Tax Update October 2015

Tweet I was fortunate to recently attend a two day tax conference sponsored by The National Association of Tax Professionals (NATP). I am a long time member of this great organization that supports tax professionals through education, research assistance, and professional fellowship.  After two days of tax lectures (and yes, surviving!), here’s a list that of items that I culled from the … Continue reading

Posted in Fee-Only Financial Planning, Taxes | Tagged | Leave a comment

TN Sales Tax Holiday 2015

Tweet It’s that time of year again. It’s back to school time, which means it is time to buy school supplies.  Thankfully, our fine State of TN has a sales tax holiday to help us all save a few bucks. This year’s Sales Tax Holiday begins Friday, Aug 7th at 12:01am and ends at 11:59 on Sunday, Aug 9th. For those of … Continue reading

Posted in Fee-Only Financial Planning | 2 Comments

Greece and You

Tweet There has been a good deal of talk recently regarding Greece and its financial situation.  Will the country decouple from the Euro?  Will they accept another bailout deal? Of course, this has littered our newspapers and news headlines…and to the point of concern for many. After a recent vote, The Greek people voted “no” to additional austerity measures proposed by their … Continue reading

Posted in Financial Planning | Tagged , | 4 Comments

The Fiduciary Standard and You

Tweet As a fee-only financial advisor, I am a firm believer in the fiduciary standard.  It’s something that is tighten woven into my fiber and is a cornerstone of my fee-only financial planning practice.  It’s the only way I will practice financial planning. I suppose some of you may not be aware of the fiduciary standard and what it means.  Well, this … Continue reading

Posted in Financial Planning | Leave a comment

Tax Season: Tips to Save

Tweet As spring approaches we find ourselves smack dab in the middle of tax season gathering tax documents. Many people face this time with stress and trepidation due to the fear of the unknown. They have no idea whether they will have to pay in or get a refund. Tax year 2014 is officially over, but there are still a few things … Continue reading

Posted in Fee-Only Financial Planning, Taxes | Leave a comment

Are you Searching?

Tweet This weekend our oldest daughter will attend a spiritual retreat called “Search.” This retreat is meant for high school juniors and seniors to reflect on their faith and life. It’s a wonderful opportunity for these young adults to take the time to “reflect” on the important things in life. With the New Year off and running, it’s a great time for … Continue reading

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