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Archive for December, 2009

Ten SIMPLE Financial Planning Strategies that Never Go Out of Date

Posted in Banking, Investments, Retirement, Savings, Taxes, tagged , , , , , , , , , , , , , on December 9, 2009 | Leave a Comment »

As we look to the future, there are many lessons we can learn from our past.   The following 10 strategies are lessons that prevail whether economic climates are erratic or calm.  Allow them to serve as the foundation principles for your financial plan.  1. Maintain an Emergency Fund — Always maintain a reserve account equal to three [...]

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To Pay Off My Mortgage or Not to Pay Off My Mortgage

Posted in Home Ownership, tagged , , , , , , , , , on December 8, 2009 | Leave a Comment »

I am frequently asked if it is a smart thing to pay off the balance of my mortgage before I retire so I can save the extra money on my house payment and reduce my monthly expenses. My answer is that it depends on several factors besides the monthly mortgage payment.  So in this blog [...]

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Thar’s Gold in Them Thar Hills

Posted in Investments, Taxes, tagged , , , , on December 7, 2009 | Leave a Comment »

And Maybe Some Tax Surprises Too I’m sure you’ve seen or heard a ton of commercials lately on radio, TV, newspapers and the Internet touting the benefits of buying gold.  As a financial planner, I receive a steady stream of e-mails from every mutual fund, exchange-traded fund (ETF), insurance or other investment product company you [...]

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First Time Homebuyer Credit Extended! Now Includes Repeat Buyers As Well!

Posted in Home Ownership, tagged , , , , , , , on December 4, 2009 | 3 Comments »

Great news!  The Worker, Homeownership and Business Assistance Act of 2009 has extended the tax credit of up to $8,000 for first time homebuyers purchasing a new home. It also added in a credit for repeat homebuyers of up to $6,500. The first time homebuyer credit is still a maximum of $8,000 and is equal [...]

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Rocky Mountain High

Posted in Education, Investments, Savings, tagged , , , , , , , on December 2, 2009 | Leave a Comment »

Somewhere in the next couple of months lots of folks will start making plans and goals for next year and possibly for several years out. For those working with a financial planning professional, this goal setting is just part of the plan. Clients have amused, exasperated, and inspired me over the years with the goals [...]

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Worried About Having Enough for Retirement?

Posted in Retirement, tagged , , , , , , , on December 1, 2009 | Leave a Comment »

Are you worried about having enough for retirement? You aren’t alone; the rich are worried, too. A recent survey shows that half of wealthy Americans consider their retirement planning an area of “high concern.” An article by Tierney Plumb, published October 27, 2009 in the online edition of The Business Journal of Milwaukee, reported on [...]

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