Category Archives: Financial Planning

Dow 22K: Now What?

Tweet Last week the Dow hit a record high of 22,000. This record spurred lots of conversation throughout the financial media, and the media here in Nashville  was talking about it, as well.  Nashville NBC affiliate (WSMV) reached out to me for an interview.  You can see the story here. The question is: Dow 22K, now what? To expand on the comments … Continue reading

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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

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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

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

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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

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Five Year End Moves for 2014

Tweet Wow, it seems like we were just completing our taxes, and yet here we are staring at the end of the year. With only a couple months left in this calendar year, there are a few things we should all look to accomplish to make sure we are maximizing our financial growth. Here are five items that are time sensitive and … Continue reading

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Five Tips to Solve the Open Enrollment Puzzle

Tweet As we approach Halloween, the weather cools and we look forward to the holidays.  We also begin to see the end of 2014 approaching.  Many companies at this time of the year hold open enrollment for their benefit plans. Often, folks simply take a cursory glance and then check the same boxes as the previous year. This approach can possibly leave … Continue reading

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

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

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

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

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Posted in Financial Planning | 11 Comments