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Category Archives: Savings
Your Two Percent Raise!
Tweet Did you realize you received a two percent raise in January? How can this be? You say your boss would never give you a raise. Well this take home pay increase didn’t come from your boss…..it came from the federal government. In Late December of 2010, President Obama signed into law a two percent reduction in the OASDI payroll tax. Old … Continue reading
Financial Freedom and you!
Tweet I had a wonderful call from a client earlier today. It was one of those calls that makes me realize how blessed I am to do what I do. My client stated that her car recently broke down. I told her I was sorry to hear the news, but she immediately turned the seemingly bad news into joy. She began to … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Retirement, Savings
Tagged financial planning, Life Planning
2 Comments
Three Ways to Reduce Your 2010 Tax Bill Now!
Tweet It’s that time of year again! Tax documents are arriving by mail and the race towards April 18th is on. While 2010 is over and gone, there are still things we can do to reduce our tax liability for last year. Here’s a list of a few things you can do now that might reduce your tax bill for 2010. 1. … Continue reading
Posted in Financial Planning, Savings, Taxes
Tagged financial planning, Financial Tips, tax planning, Taxes
1 Comment
Two Reasons Not to Chase Yield!
Tweet Quite often I hear concerns over the low yield of savings and money market accounts these days. I am always asked where to get the best interest rate. While the yield of your savings account is important, it’s not the most important detail regarding your cash type investments. Here are two reasons not to chase yield. Safety – This is relatively … Continue reading
Posted in Financial Planning, Savings
Tagged Emergeny Funds, financial planning, Savings
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The Theory and Reality of Emergency Funds
Tweet Many times planners talk in terms of financial theory or possibilities, and while clients often heed the advice of their planner they implement the guidance based on theory. A good example of this is in regards to emergency funds. I feel most people understand the theory and importance of having a solid emergency fund, but until a true need for emergency … Continue reading
Posted in Savings
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