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Category Archives: Fee-Only Financial Planning
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
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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
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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
Four Things You Should do this Summer
Tweet School’s out for summer! Let the fun begin. Lazy days at the pool, time with friends, sleeping in and staying up late are what lay ahead for the Von Haefen kids. Summer is always a great time to slow down a bit, but sometimes we can just get downright complacent. Here are few to-dos to keep your summer humming along smoothly…financially … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning
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Why 2013 is Different
Tweet Here we are into month five of 2013, and many folks out there have no idea how this year is any different than 2012. The bad news is that this tax year is much different than years past. Provisions put into place by The American Tax Payer Relief Act of 2012 will impact the taxable bottom line of almost all taxpayers. … Continue reading
Posted in Fee-Only Financial Planning, Retirement, Savings, Taxes
Tagged Fee-only Financial Planning
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Masterful Thoughts 2013
Tweet There are some things in life that I simply love: my family, my faith, my friends, and The Masters Golf Tournament. I was fortunate enough to once again attend the Masters this year with my friend and his two sons, and, again I wasn’t disappointed. In a world full of heartbreak, disaster, disappointment, and terrorism, thankfully there are times and circumstances … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning
Tagged Fee-only Financial Planning
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Lessons from Lefty
Tweet This past weekend marked Phil Mickelson’s (AKA Lefty) 41st PGA tour victory. He confidently won the Phoenix Open by four strokes over Nashville native Brandt Snedeker. Interestingly enough, Phil had not played well leading up to this event, but Phil’s poor play was not the only topic the media was discussing prior to last week’s victory. A couple weeks ago, Phil … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning
Tagged Fee-only Financial Planning
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Welcome, Kathy Watkins
Tweet As we enter into 2013, I am excited to introduce a new member of the Von Haefen Financial Management team, Kathy Watkins. Kathy, is a virtual assistant who is also certified as a registered paraplanner and resides in the Mid West. She will work remotely with VFM and my clients. Kathy’s primary role with VFM will be to improve the client … Continue reading
Posted in Fee-Only Financial Planning
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Moving into 2013 with The American Taxpayer Relief Act of 2012
Tweet We’re almost midway through January, and I’m still trying to get a handle on all of the provisions of the American Taxpayer Relief Act of 2012 (ATRA). This bill was signed into to law by President Obama on January 2nd but made some laws retroactive back to January 2012 (yes, January 1, 2012). This broad sweeping bill creates a wide swath … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning, Taxes
Tagged American Taxpayer Relief Act of 2012
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