Category Archives: Financial Planning

Life gets in the way!

Tweet As a fee-only financial advisor, I get the opportunity to spend time really getting to know my clients, and I am very fortunate to have a great group of folks to work with.  I am always amazed at what my clients can teach me through their life experiences. I recently was meeting with a client who used to perform consultative work … Continue reading

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Do You Eat the Icing First?

Tweet How do you eat a piece of cake?  Do you eat the cake part first and leave the icing to be relished at the end? Or, do you take a more balanced approach, and grab a bit of each in every bite?  Maybe you go straight for the prize and delve into the frosting without remorse. Well, interestingly enough, our habits … Continue reading

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Are you Thinking Like a Dog?

Tweet I once heard a comedian state that dogs think everything lasts forever.  While keeping our friends Golden Retriever a few weeks ago, I found myself believing this sentiment. While our 1 year old Golden ran around the yard trying his best to catch a squirrel, our friend’s dog sat with her head in my lap allowing me to spoil her.  Every … Continue reading

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

Four Things You Should do this Summer

Tweet School’s out for summer!  Let the fun begin.  Lazy days at the pool, time with friends, sleeping in and staying up late are what lay ahead for the Von Haefen kids. Summer is always a great time to slow down a bit, but sometimes we can just get downright complacent.  Here are few to-dos to keep your summer humming along smoothly…financially … Continue reading

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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

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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

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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

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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

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Unexpected Inheritance….Now What?

Tweet Beloved Aunt Millie dies and leaves you some cash. Now what? How about a new house? Do you rush out and buy that new car? Unfortunately, a new car is often on the top of the list of purchases. I am often surprised at the lack of forethought that goes into the decision making process of most Americans when it comes … Continue reading

Posted in Cash Flow & Debt, Fee-Only Financial Planning, Financial Planning, Taxes | 3 Comments

Are you on Track?

Tweet I recently posted an article regarding the importance of correctly measuring your financial growth by using net worth as the measuring stick.  The purpose of the article was to outline the difference in investment growth and net worth growth.  You can revisit the article by clicking here. Now that we know how to measure growth and the importance of understanding net … Continue reading

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Posted in Cash Flow & Debt, Estate planning, Fee-Only Financial Planning, Financial Planning, Investments, Retirement, Savings, Taxes | Tagged | 3 Comments