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Tag Archives: Fee-only Financial Planning
How the New Tax Law May Impact Your Tax Refund
Tweet In the past I have written extensively about the importance of tax planning. With the passage of the new tax laws, which reduced the tax burden for most, one might feel tax planning may be less important. Well, nothing could be farther from the truth. On top of that, the impact may not be what you think! We are well into … Continue reading
Posted in Financial Planning
Tagged Fee-only Financial Planning, Fiduciary, Holistic Financial Planning, Saving Taxes, tax planning
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Greece and You
Tweet There has been a good deal of talk recently regarding Greece and its financial situation. Will the country decouple from the Euro? Will they accept another bailout deal? Of course, this has littered our newspapers and news headlines…and to the point of concern for many. After a recent vote, The Greek people voted “no” to additional austerity measures proposed by their … Continue reading
Five Questions You Should Ask Yourself!
Tweet It’s hard to believe we are half way through 2014. While we enjoy the relaxed pace of summer, we should make sure we are on track for a successful year. Here are a few questions you should ask yourself as a mid-year assessment. If the second half of 2014 looks just like the first, will it be a successful year? This … Continue reading
Posted in Fee-Only Financial Planning, Financial Planning
Tagged Fee-only Financial Planning
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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
Our Crazy Times
Tweet With congress finally coming together last week to reopen the government and securing our debt payments (which by the way really wasn’t in jeopardy), I thought it might be a good time to share my thoughts. The deal which was stuck doesn’t solve the issue. It simply moves the timeline out to early next year. This leaves us with the possibility … Continue reading
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Tagged Fee-only Financial Planning
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The Power of Taxable Investing
Tweet As a fee-only financial advisor who is always looking at the tax impact of investing, I often write about the importance of pre-tax investing. Whether it is in a 401k/403b, SEP, SoloK, or a traditional IRA, creating a tax deduction by investing for your future is certainly a home run. In September of 2011, I penned the article titled 401k: Still … Continue reading
Posted in Fee-Only Financial Planning
Tagged Fee-only Financial Planning, Financial Fundamentals, tax planning
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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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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
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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