Tag Archives: Fee-only Financial Planning

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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What 2013 may bring?

Tweet Each year at this time, I begin to focus on year-end strategies to help my clients be the best they can be, financially that is.  As a fee-only financial advisor, I have been preparing and spending additional time strategizing for wrapping up 2012 and moving into 2013. As we face the fiscal cliff, we as a country have many decisions to … Continue reading

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A New Way to Pay Your Tax Bill

Tweet It’s that time of the year again. It’s time to pay the piper and send in your quarterly estimated IRS tax payments.  Happy, happy, joy, joy!  It’s always fun to write that check. Well, there’s a new (at least new to many of you) method to handle these payments.  The IRS has a system called the Electronic Federal Tax Payment System … Continue reading

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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

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

Knowing “No” and “Yes”

Tweet I always enjoy the relaxed pace of summertime.  This summer was especially great in terms of my time spent reading.  I have really enjoyed some of the stuff I have read over the last couple months, which included everything from finance information to spiritual reading to more time just enjoying the Wall Street Journal. I am better off for spending this … Continue reading

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Tennessee Sales Tax Holiday 2012

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 3rd at 12:01am and ends at 11:59 on Sunday, Aug 5th. For those of … Continue reading

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They are Back

Tweet Have you wondered where your social security statements have gone?  A few years ago the Social Security Administration (SSA) stopped sending yearly statements out to most folks. Recently, SSA introduced a new tool on its website to view your social security statements. As a fee-only financial advisor I often discuss Social Security benefits with clients. It’s important to understand your statement … Continue reading

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

How to Measure Growth

Tweet What rate of return did your portfolio generate in 2011? As an advisor, I often get asked the question about investment returns.  But, as a fee-only advisor, I feel this question is misguided.  While investment returns are an important aspect of our overall financial health, they are simply a piece of the puzzle.  As a matter of fact, I don’t even … Continue reading

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Behavioral Finance 101

Tweet Behavioral finance sounds like a laborious upper level college course required for financial geeks, like myself. But, behavioral finance (at least my definition) is actually one of the top driving forces behind the successes or failures in our personal financial lives. Investopedia’s definition of behavioral finance: a field of finance that proposes psychology-based theories to explain stock market anomalies. My definition … Continue reading

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Posted in Cash Flow & Debt, Fee-Only Financial Planning, Financial Planning, Insurance, Investments, Taxes | Tagged | 4 Comments