Author Archives: Troy Von Haefen

Five Questions You Should Ask Yourself!

Tweet It’s hard to believe we are half way through 2014.  While we enjoy the relaxed pace of summer, we should make sure we are on track for a successful year.  Here are a few questions you should ask yourself as a mid-year assessment. If the second half of 2014 looks just like the first, will it be a successful year? This … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning | Tagged | 2 Comments

Same Song Different Verse

Tweet The stock market set several record highs recently, but does the economy support this stock market growth?  I’ve been contemplating this question for a couple weeks, and after having several conversations with clients I think I have an answer. Let’s first start with the numbers and some facts.  On Tuesday, May 13, 2014, the S&P 500 briefly rose above the 1900 … Continue reading

Posted in Fee-Only Financial Planning | 8 Comments

Ten Things in Ten Years

Tweet There was a big milestone here at Von Haefen Financial Management in past April.  We celebrated our ten year anniversary.  We didn’t celebrate with a big ceremony…..no cake and ice cream….no balloons or confetti, but please don’t let the lack of pomp and circumstance fool you.  We are super excited, but, more importantly, we are blessed.  We are blessed to have … Continue reading

Posted in Fee-Only Financial Planning, Taxes | Tagged | 20 Comments

Spring Cleaning

Tweet Spring is officially here….finally!  Even though yesterday looked more like January with blowing snow, the calendar says it is spring. With spring comes spring cleaning.  We should also look to do some tidying-up in our financial world, as well.  Here are a few tips to spruce up your 2014. 1. Complete your taxes! If you haven’t already filed your taxes, get … Continue reading

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Gearing up!

Tweet As we start the new year, we begin with aspirations of success and happiness for the year. But, as we move a couple weeks into January, we realize we are knocking on the door to a very busy time of the year: Tax Time! After preparing taxes for years, I am used to the unexpected….if that’s possible.  I’ve seen the shoe … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning, Taxes | 1 Comment

Being Thankful 2013

Tweet Have you noticed a shift in our culture?  Doesn’t it seem we are developing a culture of conflict and debate? Maybe every generation can say the same, but it feels as if we are spending more and more time arguing and debating than working together towards a common goal. Turn on a news network and you’ll hear one person verbally bashing … Continue reading

Posted in Fee-Only Financial Planning | 4 Comments

Six Surefire Shortcuts to Financial Failure

Tweet We frequently hear about tips and strategies to become financially successful, but the other half of the picture (failure) often gets too little press.  So, let’s spend some time reviewing the road to financial failure. If we want to be financial failures, what can we do? 1. Do nothing One of my favorite quotes is, “the road to failure is the … Continue reading

Posted in Financial Planning | 11 Comments

The S Corporation and TN Taxation

Tweet This blog post will not touch most of you, but, for those of you it does touch, it will be very important.  As a fee-only advisor, I work with many different types of business owners, and today’s post is meant for those who own S Corporations. More and more small business owners are establishing their businesses as S Corporations.  This business … Continue reading

Posted in Fee-Only Financial Planning, Taxes | 3 Comments

Our Crazy Times

Tweet With congress finally coming together last week to reopen the government and securing our debt payments (which by the way really wasn’t in jeopardy), I thought it might be a good time to share my thoughts. The deal which was stuck doesn’t solve the issue. It simply moves the timeline out to early next year. This leaves us with the possibility … Continue reading

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Guest Post from Kathy Watkins: What I do!

Tweet I have been meaning to write a post outlining the role and the benefits that my virtual assistant, Kathy Watkins, brings to my practice and, most importantly, to my clients. But rather than writing it myself, I decided to ask Kathy to tackle this topic. So, today’s post is a guest post from Kathy….who by the way, is a real asset … Continue reading

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Posted in Fee-Only Financial Planning | 10 Comments