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Category Archives: Financial Planning
Have you done this lately?
Tweet Have you documented your household contents lately? How about ever? Most people don’t take the time to memorialize the contents inside their home. You may ask why this is needed. The answer can be easily relayed by a recent personal experience. My office, which is in my home, was partially flooded by a faulty connection hose. Of course this occurred while … Continue reading
Posted in Financial Planning
2 Comments
Deals, Rewards, and Steals
Tweet With our economic environment in question, we need to take advantage of every possible opportunity to save a dollar along the way. More and more companies are offering “deals” to reward loyalty and capture new customers. Some of the offers are coming from places you may not expect, so I thought I would share with you some of my recent finds. … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Savings
1 Comment
Your CPA is NOT your Financial Advisor!
Tweet So often I hear folks discussing the advice they receive from their CPA regarding investments. While CPAs perform a great service as accountants and bookkeepers, investment and financial advice is an area that should be left to financial advisors. Just as your dentist shouldn’t be your doctor, and vice versa, getting advice from the professional with expertise in the appropriate area … Continue reading
Posted in Financial Planning, Investments, Taxes
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401K:Still the Best Game in Town!
Tweet The market has made a nice return from its lows several weeks ago. The storm has seemingly calmed, at least to some degree. The interesting fact is that nothing has really changed. We are still facing the same economic issues we where three or four weeks ago. My point is that the uncertainty still remains. With the uncertainty still in place, … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
4 Comments
What is Your Game Plan?
Tweet While the afternoon heat reminds us summer is still here, the occasional cool August morning will send my mind racing towards fall. The kids are back in school, and the smell of sports is in the air. From pee wee leagues all the way up to the pros, teams are working out rosters and beginning the process of developing game plans. … Continue reading
Posted in Financial Planning
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UTMA & UGMAs What are they?
Tweet As a holistic financial advisor, it’s always important that I view the big picture for my clients, and a very important piece of that picture is the children of my clients. We all want the best for our children and want them to have a life better than the one we had at their age. Sometimes our well-meaning actions will not … Continue reading
Posted in College Planning, Financial Planning, Savings
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Seven Tips for Uncertainty!
Tweet Okay, Now What? After a couple of tough weeks for the market, the level of fear seems to be at a pinnacle. While fear is not always a bad thing, when it comes to investment decisions, fear is not a factor we want creeping into to our thought process. Many people have said that fear and greed drive the market. We … Continue reading
Posted in Financial Planning, Investments, Retirement, Savings, Taxes
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Wanna Save a Few Bucks?
Tweet This coming weekend will begin the Tennessee Sales Tax Holiday. This annual event occurs the first Friday in August and is a great way to save a little cash. If you are in the market for school supplies, clothing, or a new computer, it might be worth it to target your spending for this weekend. The Details The sales tax holiday … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Savings, Taxes
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Five Questions for Mid-Year!
Tweet Here we are right in the middle of the dog days of summer. The weather’s hot, and the pace of life slows. The vision of a rocking chair and cold iced tea comes to mind. While we sit back and breathe a sigh of contemplative relaxation, we also need to be aware. We need to be aware that we are half … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Investments, Savings, Taxes
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The Five Fundamentals of Financial Success!
Tweet The Five Fundamentals of Financial Success is always a great starting point when it comes to financial planning. Matter of fact, every new client I meet with, wealthy or not, gets to hear my commentary on these five gems. Even though these financial nuggets seem simple, the effectiveness is real. 1. Save at least 10% of your income Saving 10% of … Continue reading
Posted in Cash Flow & Debt, Financial Planning, Retirement, Savings, Taxes
Tagged Financial Fundamentals
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