Get our ebook!
Author Archives: Troy Von Haefen
Our Crazy Times
Tweet With congress finally coming together last week to reopen the government and securing our debt payments (which by the way really wasn’t in jeopardy), I thought it might be a good time to share my thoughts. The deal which was stuck doesn’t solve the issue. It simply moves the timeline out to early next year. This leaves us with the possibility … Continue reading
Posted in Fee-Only Financial Planning
Tagged Fee-only Financial Planning
Comments Off on Our Crazy Times
Guest Post from Kathy Watkins: What I do!
Tweet I have been meaning to write a post outlining the role and the benefits that my virtual assistant, Kathy Watkins, brings to my practice and, most importantly, to my clients. But rather than writing it myself, I decided to ask Kathy to tackle this topic. So, today’s post is a guest post from Kathy….who by the way, is a real asset … Continue reading
Posted in Fee-Only Financial Planning
10 Comments
The Power of Taxable Investing
Tweet As a fee-only financial advisor who is always looking at the tax impact of investing, I often write about the importance of pre-tax investing. Whether it is in a 401k/403b, SEP, SoloK, or a traditional IRA, creating a tax deduction by investing for your future is certainly a home run. In September of 2011, I penned the article titled 401k: Still … Continue reading
Posted in Fee-Only Financial Planning
Tagged Fee-only Financial Planning, Financial Fundamentals, tax planning
Comments Off on The Power of Taxable Investing
A Change for the Future
Tweet We have all faced times in our lives when we realize we aren’t doing what we should be doing. Financially speaking, this sentiment drives people into my office. Most often people realize they aren’t doing as well as they should or they simply don’t know what they should do. Outside of my office, I know there are plenty of folks who … Continue reading
Posted in Fee-Only Financial Planning
12 Comments
Don’t go big: Go small!
Tweet How many times have we heard not to put all of our eggs in one basket? We’ve been taught that idea since we were children, even if we didn’t know it. Don’t play just one sport, have many friends, and focus on many subjects in school. Most often this strategy is sound. Especially as adults, we know that this certainly is … Continue reading
Posted in Fee-Only Financial Planning
Comments Off on Don’t go big: Go small!
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
Posted in Fee-Only Financial Planning, Financial Planning
Comments Off on Life gets in the way!
Gold as an Investment
Tweet It seems I see more and more commercials pedaling gold as an inflationary hedge. Some aging actor comes on the TV and tells us that gold is the only investment for him, and it’s safe. Safe must be a relative term because gold is down almost 30% from its high in 2012! While some people swear by their gold investments, we … Continue reading
Posted in Fee-Only Financial Planning, Investments, Retirement, Savings
Tagged Fee-only Financial Planning
2 Comments
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
Posted in Fee-Only Financial Planning, Financial Planning, Retirement
Comments Off on Do You Eat the Icing First?
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
Don’t Risk a lot for a Little (Why we have Insurance)
Tweet Why do we have (or should have) insurance? There are many answers to this question, but, unfortunately, not everyone answers the question correctly. Some folks might say I have insurance because the state requires certain limits for my auto policy. Some folks might say I have insurance so that my spouse can live like a king or queen if I die, … Continue reading
