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Category Archives: Taxes
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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Tax Update October 2015
Tweet I was fortunate to recently attend a two day tax conference sponsored by The National Association of Tax Professionals (NATP). I am a long time member of this great organization that supports tax professionals through education, research assistance, and professional fellowship. After two days of tax lectures (and yes, surviving!), here’s a list that of items that I culled from the … Continue reading
Tax Season: Tips to Save
Tweet As spring approaches we find ourselves smack dab in the middle of tax season gathering tax documents. Many people face this time with stress and trepidation due to the fear of the unknown. They have no idea whether they will have to pay in or get a refund. Tax year 2014 is officially over, but there are still a few things … Continue reading
Posted in Fee-Only Financial Planning, Taxes
1 Comment
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
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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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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
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…..no 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
Gearing up!
Tweet As we start the new year, we begin with aspirations of success and happiness for the year. But, as we move a couple weeks into January, we realize we are knocking on the door to a very busy time of the year: Tax Time! After preparing taxes for years, I am used to the unexpected….if that’s possible. I’ve seen the shoe … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning, Taxes
1 Comment
The S Corporation and TN Taxation
Tweet This blog post will not touch most of you, but, for those of you it does touch, it will be very important. As a fee-only advisor, I work with many different types of business owners, and today’s post is meant for those who own S Corporations. More and more small business owners are establishing their businesses as S Corporations. This business … Continue reading
Posted in Fee-Only Financial Planning, Taxes
4 Comments
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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