Monthly Archives: July 2012

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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Posted in Cash Flow & Debt, Fee-Only Financial Planning, Financial Planning | Tagged | Comments Off on How to Measure Growth