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Category Archives: Financial Planning
Why Filing On-Time Matters!
Tweet It’s mid-March and tax season is in full force. Many people are struggling to gather data to give to their preparer to successfully complete their tax return. For other people, taxes end up as a second thought this time of year. These are the folks that push their returns out to the edge and file as late as possible…often extending their … Continue reading
Posted in Financial Planning, Taxes
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Three Steps to a Solid Financial Decision.
Tweet I recently had a client call and ask my opinion about an extended warranty offer for his car. This was an interesting conversation which I thought may be helpful to share with others. Not so much in the sense of the viability of extended warranties for cars, but more so from the standpoint of learning how to make a well informed … Continue reading
Posted in Financial Planning
Tagged financial decisions
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Three Ways to Reduce Your 2010 Tax Bill Now!
Tweet It’s that time of year again! Tax documents are arriving by mail and the race towards April 18th is on. While 2010 is over and gone, there are still things we can do to reduce our tax liability for last year. Here’s a list of a few things you can do now that might reduce your tax bill for 2010. 1. … Continue reading
Posted in Financial Planning, Savings, Taxes
Tagged financial planning, Financial Tips, tax planning, Taxes
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You Get What You Pay For!
Tweet Several years ago, after the completion my CFP® coursework, I was searching for practical guidance in tax preparation. I enrolled in the H&R Block tax course. I was seeking a pencil to paper type experience after the high level learning in taxation from the CFP® tax course. I breezed through the Block course and did walk away with the experience I … Continue reading
Posted in Financial Planning, Taxes
2 Comments
How to Bullet-Proof Your Portfolio!
Tweet I read an interesting article this weekend in the Wall Street Journal that really got me thinking. The basis of the article was how to profit from the impending inflation that the media is telling us is right around the corner. While I don’t necessarily discount that fact that inflation may be headed our way, I do disagree with the idea … Continue reading
Posted in Financial Planning, Investments
Tagged Portfolio Allocation
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Two Reasons Not to Chase Yield!
Tweet Quite often I hear concerns over the low yield of savings and money market accounts these days. I am always asked where to get the best interest rate. While the yield of your savings account is important, it’s not the most important detail regarding your cash type investments. Here are two reasons not to chase yield. Safety – This is relatively … Continue reading
Posted in Financial Planning, Savings
Tagged Emergeny Funds, financial planning, Savings
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April 18th and Three Reasons it is Not Important!
Tweet As we grow closer to tax time, I can fill the air thicken with anxiety. Oh joy, it’s the most wonderful time of the year. Well, maybe not, but it can be a great time to accomplish a required task. While the weather is dicey, it’s a good opportunity to do what is needed to organize documents for tax preparation. The … Continue reading
Posted in Financial Planning, Taxes
Tagged financial planning, income tax returns, state income tax returns, tax planning
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Check out our new look!
Tweet I am excited to announce that we have launched a brand new website for Von Haefen Financial Management! I would love for you to take a look around and let me know what you think. I think this new site does a great job of explaining the valuable services I provide to my clients. I hope you agree. As you may … Continue reading
Hello 2011!
Tweet As we say goodbye to 2010, we look ahead to 2011. We hope for global economic stabilization and an improving job market, but we need to pause and give thanks. We should be thankful for a wonderful couple of years in the stock market. Yes, that’s right….I said we should be thankful for the last two years. Did you know that … Continue reading
Posted in Financial Planning, Investments
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Financial Tips for any Economic Environment
Tweet It’s been more than 18 months since we first heard the utterance of the “R” word, recession. The funny thing about economic data is bad news travels much more quickly than good news. While we all heard about the economy’s struggles, many have no idea that we are technically out of a recession. While the technical data points to some positive … Continue reading
Posted in Financial Planning
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