Category Archives: Fee-Only Financial Planning

The New Tax Bill and You

Tweet As I write this, I ponder the timing of this potentially new legislation.  For us planners (and those financially savvy individuals), it sure doesn’t give us much time to act, especially if we are to implement any 2017 year-end moves. Please remember this bill is not yet law.  The information I am using is up-to-date as of December 18th  and based … Continue reading

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Dow 22K: Now What?

Tweet Last week the Dow hit a record high of 22,000. This record spurred lots of conversation throughout the financial media, and the media here in Nashville  was talking about it, as well.  Nashville NBC affiliate (WSMV) reached out to me for an interview.  You can see the story here. The question is: Dow 22K, now what? To expand on the comments … Continue reading

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Your Last Wishes

Tweet In a recent meeting with a client, we were deep in conversation about estate planning.  The client mentioned she had a few final wishes she wanted to be carried out.  She asked if these wishes needed to be written into one of her legal documents.  While I am not an attorney, I was able to lend her some simple advice. Most … Continue reading

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It’s Different this Time…or is it?

Tweet Okay, the stock market is taking a beating. First things first, take a deep breath!  The sky is not falling…just meager snowflakes on this cold winter day here in Nashville.  I turned on the financial networks this morning to find the usual suspects spewing fear.  Run for the hills! Remember the talking heads are there to drive ratings. They are not … Continue reading

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Wrapping Up 2015

Tweet As we come to the close of 2015, we can look back and review a year that was just plain odd.  We spent most of 2015 waiting for the Federal Reserve to raise interest rates.  Finally, in December, they pulled the trigger for a quarter percent increase.  The market initially cheered this move but has since declined, which is more in-line … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning | 6 Comments

Tax Update October 2015

Tweet I was fortunate to recently attend a two day tax conference sponsored by The National Association of Tax Professionals (NATP). I am a long time member of this great organization that supports tax professionals through education, research assistance, and professional fellowship.  After two days of tax lectures (and yes, surviving!), here’s a list that of items that I culled from the … Continue reading

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TN Sales Tax Holiday 2015

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 7th at 12:01am and ends at 11:59 on Sunday, Aug 9th. For those of … Continue reading

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Tax Season: Tips to Save

Tweet As spring approaches we find ourselves smack dab in the middle of tax season gathering tax documents. Many people face this time with stress and trepidation due to the fear of the unknown. They have no idea whether they will have to pay in or get a refund. Tax year 2014 is officially over, but there are still a few things … Continue reading

Posted in Fee-Only Financial Planning, Taxes | 1 Comment

Are you Searching?

Tweet This weekend our oldest daughter will attend a spiritual retreat called “Search.” This retreat is meant for high school juniors and seniors to reflect on their faith and life. It’s a wonderful opportunity for these young adults to take the time to “reflect” on the important things in life. With the New Year off and running, it’s a great time for … Continue reading

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Being Thankful 2014

Tweet As many of you know, I write a Thanksgiving blog every year that focuses on being thankful.  A couple days ago I went back and reread several of my past Thanksgiving blogs and was a bit shocked by what I found.  Other than the occasional typo, I found I had plenty of ammo to point me in the direction of thankfulness.  … Continue reading

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Posted in Fee-Only Financial Planning | 1 Comment