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Archive for April, 2010

Techniques to Help Couples Talk about Money; Avoid Divorce

Posted in Education, tagged , , , , , , on April 29, 2010 | 5 Comments »

It has been said in several studies that money issues is one the main causes of divorce. One other most commonly stated causes of divorce is poor communication. Combine these two issues, and you have a recipe for frequent conflict. How is it that something like money, which can bring so many positive things into [...]

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Evaluating Adviser Competencies

Posted in Education, tagged , , , , , on April 27, 2010 | 4 Comments »

No matter how loudly a friend sings an adviser’s praises, make a commitment to personally screen your prospective adviser or advisers. Interviewing more than one adviser can open your eyes to their respective advantages and disadvantages, thus giving you more information on which to make your hiring decision. If you are considering more than one [...]

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Sole Practitioner Business Owners: Want to Cut Your Tax Bill?

Posted in Employment, tagged , , , , , , on April 23, 2010 | 1 Comment »

A Cure for the Post April 15th Blues If you own a business and you are the only employee, or you and your spouse are the only employees, this blog post is for you. Let’s start with a look in the rear view mirror: How much of your hard-earned small business dollars did you fork [...]

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How are You Doing with Life’s Biggest Risks?

Posted in Education, tagged , , , , on April 23, 2010 | 2 Comments »

Last month I wrote about a presentation I put together with the doctor comparing health and wealth issues and how similar the solutions were to become healthier and wealthier.  This month as a follow up I want to talk about the 10 biggest risks that our clients and patients have to deal with in life. When [...]

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What I Learned From the Tax Season

Posted in Taxes, tagged , , , , , on April 20, 2010 | 1 Comment »

Part 1 of 2 I have a tax practice as well as being a financial planner. So I get to see how the financial results fit into the tax results. From the many things that I could choose to discuss, I have selected one topic for this blog to provide some insights for our bloggers. [...]

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Current Retirement Investment Options

Posted in Banking, Investments, Retirement, Savings, tagged , , , , , , , , , , on April 19, 2010 | 4 Comments »

There is heartening news for those of us in retirement or approaching it. There’s a new type of bond called the Build America Bond or BAB. The BAB, along with an older, but often ignored retirement investment, is viewed as positive developments for those saving for retirement. But before we jump into these investments, some [...]

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Be Smart About the Roth Conversion

Posted in Retirement, tagged , , , , on April 16, 2010 | 1 Comment »

Roth conversions have increased this year, thanks to the elimination of qualifying income limits. But on the flip side, so have mistakes, according to recent articles in Financial Advisor magazine and by personal finance columnist Humberto Cruz. What do investors need to know before deciding if a conversion makes sense? Because of the complexity and [...]

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Beating the Big Bank Bunch

Posted in Banking, Savings, tagged , , , , , , , , on April 15, 2010 | 2 Comments »

I don’t know about you, but I’m really angry at the way the big banks – Citicorp, Bank of America, Wells Fargo and the rest of the “Big Bank Bunch” that now control over 40 percent of the country’s total bank deposits and two-thirds of the credit cards – made so much profit out of [...]

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Money Seasons – How Can We Get More Summer in Our Lives?

Posted in Banking, Employment, Investments, Medical & Health Issues, Retirement, Savings, tagged , , , , on April 14, 2010 | Leave a Comment »

Is it winter, spring, summer or fall in your financial house? Following the solstice and assuming residence in the northern hemisphere, winter officially ended March 20 just after lunch and we’ll get to summer June 21 as we sit down to breakfast. Spring is that suspension bridge between the two. Some days are dark, wet and [...]

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The Real Challenge? Figuring Out What You Would do if You had the Freedom—Financial and Otherwise—to Live in any Way You Desired

Posted in Education, tagged , , , , on April 13, 2010 | Leave a Comment »

Not long ago I read a Wall Street Journal article, which profiled a Colorado dentist who earned around $300,000 a year and focused on proposed tax increases on those earning over $250,000 a year. The dentist was quoted as saying she didn’t consider herself rich, but upper middle class because she worked for a living. [...]

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