Free your generous spirit “I will pass through this world but once. Any good that I can do, or any kindness I can show to any human being, let me do it now…for I shall not pass this way again.” ~ Etienne De Grillet Counting our blessings — honoring the good in our lives is [...]
Archive for November, 2009
Give Voice to Your Heart
Posted in Charitable & Planned Giving, tagged Etienne De Grillet, fulfillment, giving, holidays, kindness, Mitch Anthony, Thanksgiving on November 30, 2009 | Leave a Comment »
Take Advantage of New Rules for Easing the College Financing Burden: Changes for 2009 & 2010 help anyone with a college financing concern
Posted in Credit/Debt, Education on November 27, 2009 | Leave a Comment »
College financing is a daunting task whether you are a saver, currently paying tuition, or a new graduate looking for ways to keep your new debt burden under control. The scope of the challenge is illustrated by a recent Fidelity Investments study, which revealed that parents of children in high school are only prepared to [...]
Will Your Savings Bond Reach Face Value in 8 Years? Introducing the Rule of 72
Posted in Banking, Investments, Retirement, Savings, tagged interest rate, Rule of 72, savings bond, Savings Bond Wizard, securities, Treasury Note, U.S. Treasury on November 25, 2009 | 1 Comment »
Last week I made a presentation to a bunch of high school students on the importance of basic financial planning skills. I had hopes that my presentation would open up a discussion on how to handle gifts, allowances and prepare for larger purchases such a college education or their first car. Yet, surprisingly, there was [...]
I’m Too Young to Need Insurance
Posted in Insurance on November 23, 2009 | 1 Comment »
In my last article, I discussed how insurance is the foundation of a solid financial house. Continuing in that theme, I’d like to illustrate how vital life insurance is in that big financial picture. Stephan and Matt were young, 27-year-old entrepreneurs setting up a technology business, and they came to me to discuss financial matters [...]
To Save or Spend
Posted in Savings, tagged economy, emergency fund, future, recession, saving, spending on November 19, 2009 | Leave a Comment »
Should we save or spend? What’s good for me and my family? Is the time right for us to be buoyant and optimistic about the future? How do we decide what fraction of our income to spend and how much to save? Isn’t spending good for the economy, as we are constantly being reminded about? [...]
Roth IRA Conversions Are Coming . . .
Posted in Estate Planning, Investments, Retirement, Savings, Taxes, tagged estate taxes, Roth IRA, traditional IRA on November 18, 2009 | Leave a Comment »
You’re going to hear a lot about whether to convert your traditional individual retirement account (IRA) to a Roth IRA between 2010 and 2012. First and most importantly, you should not make this decision without doing the math. What does the math look like? The math is complicated to say the least. To give you [...]
The Great Healthcare Debate
Posted in Education, Insurance, Medical & Health Issues, tagged COBRA, democrats, health insurance, healthcare, healthcare access, HR 3962, Medicare, public option, republicans on November 16, 2009 | Leave a Comment »
In 1858 Abraham Lincoln and Stephen Douglas engaged in a series of debates during the U.S. Senate election campaign for the state of Illinois. The central focus of the debates was the issue of slavery. Interestingly enough, Lincoln lost the race but later went on to win the Presidency. These debates shaped the future of [...]
You Have the Ability to Control Your Financial Future: Nobody is Coming to Your Rescue
Posted in Education, Savings on November 13, 2009 | Leave a Comment »
I’m an avid reader. I love reading about lots of different topics and the explosion of blogs on the internet have opened up that world even more. A friend pointed me to the Rock Your Day blog and it triggered a memory for me that I think is pertinent for all of us and our [...]
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Bloggers
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Lee Baker, CFP®
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Rick Kahler, CFP®, MS
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Bonnie Hughes, CFP®
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Rick Miller, CFP®
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Tara Scottino, CFP®
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Robert Schmansky, CFP®
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Francis St. Onge, CFP®
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Karin Maloney Stifler, CFP®, AIF®
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Somnath Basu
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Jude Boudreaux, CFP®
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FPA Guest Blogger
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Sam Hull, CFP®, ACC
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Dave Caruso, CFP®
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John Comer, CFP®
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David Bergmann, CFP®
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Joe Pitzl, CFP®
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Chip Workman, CFP®
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Saundra Davis
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Gelasia Steed, CFP®
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Aaron Coates, CFP® CIMA
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Michael Snowdon, CFP®
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Pamela Sandy, CFP®
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Mike Branham, CFP®
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Edward W. Gjertsen II, CFP®
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Constance Stone, CFP®
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Andrew B. Chou, CFP®
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