Archive | August, 2012

A Parent’s Right to Know

Legal Challenges You May Face in the Battle for Information of an Adult Child Guest Post by Lauren T. Millovitsch, Esq.       (learn more about Lauren at the end of this post).  Fall is upon us.  The weather is getting cooler, the days are getting shorter, and our children are headed back to school.  As you get ready to […]

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Ladies Only Event – Take Charge of Your Financial Future

Ladies Only – The Complete Financial Management Workshop Ladies take charge of your finances today. Build a brighter financial future. 4 Week Ladies Only Workshop  Monday’s 6:30 – 8:30 p.m. Beginning Sept 17, 2012 (Last session is Monday Oct 8, 2012) With so much financial information available — and so many financial options — it’s easy […]

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401k Rollover

10 Costly 401(k) Rollover Mistakes – Timely Topics

Introducing Timely Topics, articles and commentary on topics of interest in today’s headlines. From time to time we may want to address a topic in more length than what a traditional blog post would allow. These articles are a result of client questions, media hype or news and commentary that we think might be of […]

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Year End Tax Planning

5 Smart Year-end Tax Tips for Small Business Owners

Guest Post by John R. Wheeler, CPA, CFP®  (learn more about John at the end of this post).   Year-end is fast approaching for most small business owners that use a December 31st year-end.  We assume that there are many tax law changes on the horizon and they will impact individuals and small businesses.  We do not […]

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The Mortgage Planner

To Pre-Pay or Not to Pre-Pay

Sara and I get asked this question a lot from clients. Is there a benefit to paying off my mortgage early? The answer is most always… Well that depends. Everyone’s situation is unique.  Our friend and business colleague Brad Roche, also known as The Mortgage Planner addresses this question quite nicely in his online magazine […]

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Blue box (4)

It’s Emotional!

Buy low sell high. That is the goal, yet most investors do the exact opposite.         Why?       It’s simple.       It’s human nature.       It’s emotional.      Let’s take a look at some of the behaviors that influence our decisions.  We are most influenced by pain points that are the most recent, […]

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Green Line 2

Have You Watched TV Lately?

Marketing geniuses would have you believe that there is magic in retirement if you just stay on the green line. Or that all you have to do is figure out what your number is. If it’s so out of reach it might as well be a $Gazillion. Then you could just randomly throw money at […]

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