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Category Archives: Savings
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
Posted in Business planning, Fee-Only Financial Planning, Savings, Taxes
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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
Posted in Fee-Only Financial Planning, Financial Planning, Investments, Retirement, Savings
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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
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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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The Market at a Record High: Now What?
Tweet This question has been one frequently asked by my clients and friends lately. What do we do now that the market is perched at a record high? Do we buy into this rally, or do we sell out of it? This exposes the two emotions that can lead to failure with investing: fear and greed. Greed I’m amazed how we tend … Continue reading
Posted in Investments, Retirement, Savings, Taxes
Tagged 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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Are you on Track?
Tweet I recently posted an article regarding the importance of correctly measuring your financial growth by using net worth as the measuring stick. The purpose of the article was to outline the difference in investment growth and net worth growth. You can revisit the article by clicking here. Now that we know how to measure growth and the importance of understanding net … Continue reading
Tennessee Sales Tax Holiday 2012
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 3rd at 12:01am and ends at 11:59 on Sunday, Aug 5th. For those of … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning, Savings
Tagged Fee-only Financial Planning
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The Zero Percentage Trap
Tweet I was recently asked whether or not a 0% auto loan was a deal worth pursuing. My answer was short and sweet: usually not…..at least usually not for most people. The explanation requires a bit more clarification. From a logical standpoint, a 0% loan sounds like a homerun, right? I would certainly jump for a 0% mortgage….wouldn’t you? But, the 0% … Continue reading
What Most Advisors Will Not Tell You
Tweet Perception is not always reality. This is certainly true when it comes to financial planning. Many people feel that advisors are here to pull the reigns when spending gets out of control. Well, that is true in some cases (maybe all cases for some advisors), but for my practice it seems that guiding my clients to enjoy their money is more … Continue reading
