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Author Archives: Troy Von Haefen
To be (thankful) or not to be?
Tweet What does Thanksgiving mean to you? Well, for me it’s time with family and friends…..and lots of great food! I love this time of year. But, I am constantly amazed at the level of negativity in which we live. We are constantly bombarded with negative images and ideas. We just spent the last six months or so being told to vote … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning
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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
Posted in Fee-Only Financial Planning, Taxes
Tagged Fee-only Financial Planning
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Unexpected Inheritance….Now What?
Tweet Beloved Aunt Millie dies and leaves you some cash. Now what? How about a new house? Do you rush out and buy that new car? Unfortunately, a new car is often on the top of the list of purchases. I am often surprised at the lack of forethought that goes into the decision making process of most Americans when it comes … Continue reading
RTRP and What it Means to You
Tweet If there’s not enough initials to put after a professional’s (or a non- professional in some cases) name, there a new one to add. The IRS enacted requirements for those who prepare tax returns and are not a CPA, attorney, or Enrolled Agent. This new designation is a Registered Tax Return Preparer (RTRP). This new designation was enacted to strengthen the … Continue reading
Posted in Fee-Only Financial Planning, Taxes
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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
Posted in Fee-Only Financial Planning, Taxes
Tagged Fee-only Financial Planning
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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
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
Posted in Cash Flow & Debt, Financial Planning
Tagged Fee-only Financial Planning
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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
Posted in Fee-Only Financial Planning, Financial Planning, Savings
Tagged Fee-only Financial Planning
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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
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
Posted in Cash Flow & Debt, Fee-Only Financial Planning, Financial Planning
Tagged Fee-only Financial Planning
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