Enhance Today | Enrich Tomorrow
Many of our new clients tell us they found out about fee only financial planning by listening to talk radio or watching their favorite financial pundit on television. Media personalities such as Suze Orman, Clark Howard, and Dave Ramsey do…
When we start working with a new client, one of the first steps is typically consolidating the number of accounts they have outstanding. In our experience this makes your finances easier to manage by reducing the mental accounting that needs…
Many illustrations of investment performance calculate the growth of a hypothetical investment from a given starting point. Typically there is a benchmark, such as the S&P 500 index, charted alongside for comparison purposes. The models show that had you invested a…
While we emphasize the importance of annual tax planning, it’s also important to not let tax avoidance override your other financial goals. Liz Davidson, of Forbes.com, wrote a nice piece describing how people lose money when they let tax issues…
Watch out for scammers trying to take advantage of the current confusion on the new health care law. They are banking on folks not knowing enough of the details in order to con them into buying bogus policies. If you…
With the end of the first quarter of 2010 behind us, now is a great time to review your budget. When checking up on your budget, it is important to look over a specific amount of time for comparisons to…
If you invest in your employer sponsored retirement plan you have probably heard of Target-Date funds. These funds are characterized as investments that change the allocation of stocks, bonds, and cash according to your specified retirement date. In theory, these…
When Congress left town on Christmas Eve, it failed to address a major issue – the repeal of the federal estate tax…
In response to the many fears and uncertainties that arose during the economic crisis, The National Association of Personal Financial Advisors (NAPFA) Consumer Education Foundation sponsored multiple financial advice events around the country as part of the “Your Money Bus”…
There’s no better time than the beginning of a new year to implement a new budget in order to gain control of your spending. In the final installment of our series on Quicken, we provide a few pointers to make using Quicken more meaningful so that you can better track where your money goes.
