Category Archives: Fee-Only Financial Planning

Tax Extenders: To Be or Not To Be?

Tweet With congress returning to work this week, there are a few items that are still up in the air for tax year 2014.  The most pressing issue (at least in relationship to taxes) is the topic of tax extenders. These extenders expired Dec 31, 2013 and unless legislation is put in place this expiration could be costly for many taxpayers. The … Continue reading

Posted in Business planning, Cash Flow & Debt, Fee-Only Financial Planning, Taxes | Comments Off on Tax Extenders: To Be or Not To Be?

Five Year End Moves for 2014

Tweet Wow, it seems like we were just completing our taxes, and yet here we are staring at the end of the year. With only a couple months left in this calendar year, there are a few things we should all look to accomplish to make sure we are maximizing our financial growth. Here are five items that are time sensitive and … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning, Investments, Retirement, Savings, Taxes | Comments Off on Five Year End Moves for 2014

Five Tips to Solve the Open Enrollment Puzzle

Tweet As we approach Halloween, the weather cools and we look forward to the holidays.  We also begin to see the end of 2014 approaching.  Many companies at this time of the year hold open enrollment for their benefit plans. Often, folks simply take a cursory glance and then check the same boxes as the previous year. This approach can possibly leave … Continue reading

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

Investing vs Trading

Tweet In today’s fast paced, media driven, advertising laden world we are bombarded with new ideas.  Take this new drug and you’ll feel better (just don’t forget the side effects could kill you!).  It’s hard to disseminate reality from what we are “told” to believe, feel, or think from the advertising mecca of today’s media. I occasionally will receive a flyer in … Continue reading

Posted in Fee-Only Financial Planning, Investments | Comments Off on Investing vs Trading

Fear and Greed

Tweet There are two emotions that can derail an investment plan faster than a Nolan Ryan fastball: fear and greed. Fear and greed tend to push investors in the wrong direction at the wrong time.  Let’s take a look at these two emotions and how they can impact your portfolio. Fear Fear is a great motivator, and it’s easy to find common … Continue reading

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

TN Sales Tax Holiday 2014

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 1st at 12:01am and ends at 11:59 on Sunday, Aug 3rd. For those of … Continue reading

Posted in Fee-Only Financial Planning | 2 Comments

New Name….Same Great Organization!

Tweet As most of you know, I have been a proud member of The Alliance of Cambridge Advisors (ACA) for almost ten years.  ACA is a fee-only financial planning organization like no other.  This organization consists of like-minded advisors who focus on holistic (comprehensive) financial planning.  Most advisors do it “all” for their clients…..from taxes to investments and most things in between. … Continue reading

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Five Questions You Should Ask Yourself!

Tweet It’s hard to believe we are half way through 2014.  While we enjoy the relaxed pace of summer, we should make sure we are on track for a successful year.  Here are a few questions you should ask yourself as a mid-year assessment. If the second half of 2014 looks just like the first, will it be a successful year? This … Continue reading

Posted in Fee-Only Financial Planning, Financial Planning | Tagged | 2 Comments

Same Song Different Verse

Tweet The stock market set several record highs recently, but does the economy support this stock market growth?  I’ve been contemplating this question for a couple weeks, and after having several conversations with clients I think I have an answer. Let’s first start with the numbers and some facts.  On Tuesday, May 13, 2014, the S&P 500 briefly rose above the 1900 … Continue reading

Posted in Fee-Only Financial Planning | 9 Comments

Ten Things in Ten Years

Tweet There was a big milestone here at Von Haefen Financial Management in past April.  We celebrated our ten year anniversary.  We didn’t celebrate with a big ceremony… cake and ice cream….no balloons or confetti, but please don’t let the lack of pomp and circumstance fool you.  We are super excited, but, more importantly, we are blessed.  We are blessed to have … Continue reading

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Posted in Fee-Only Financial Planning, Taxes | Tagged | 21 Comments