Tag Archives: financial planning

The Market at a Record High: Now What?

Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high?  Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing:  fear and greed. Greed I’m amazed how we tend … Continue reading

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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 , | 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

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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

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April 18th and Three Reasons it is Not Important!

Tweet As we grow closer to tax time, I can fill the air thicken with anxiety.  Oh joy, it’s the most wonderful time of the year. Well, maybe not, but it can be a great time to accomplish a required task. While the weather is dicey, it’s a good opportunity to do what is needed to organize documents for tax preparation. The … Continue reading

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