“I see things as they are.” I was disappointed when the workshop participant said that. Others may not see clearly but this gentleman did. His perspective and experiences did not color his view of the world—except, perhaps, to clarify his “correct” view of events. I was sure it would be hard to change his thinking. [...]
Archive for July, 2010
Seeking Alternative Realities
Posted in Education, Investments, Spending, Values, tagged 401(k), anchorin, gains and losses, investment trends, Myers-Briggs, Nudge, personal finance, status quo bias on July 15, 2010 | 2 Comments »
Tax Planning for the Balance of 2010
Posted in Taxes, tagged 2010 tax return, Alternative Minimum Tax, college education deduction, dividend income, educator expense, income tax rules, property taxes, Roth IRA, tax withholding on July 13, 2010 | Leave a Comment »
As we went into the weekend of the Fourth of July holiday of 2010, the Congress failed to pass an extension of unemployment benefits that would eventually impact over 2 million Americans who were receiving benefits. At the same time, there is legislation that is stalled to deal with various aspects of the income tax [...]
Unsure of What to Do Next? Know Where You Stand in Your Financial Life Cycle
Posted in Financial Planning, Investments, Savings, Values, tagged depression, equity market investing, Financial Life Cycle, market volatility, money, personal finance, wealth on July 12, 2010 | 3 Comments »
Market volatility has led to concerns we may experience a lost generation of investors; a current Depression-era style generation that avoids the risks and long-term benefits of equity market investing. I too hear that concern with prospective clients, however I find these individuals fit into more particular groups than just young people. Many who are [...]
Remember to Celebrate Success
Posted in Financial Planning, tagged accomplishments, Declaration of Independence, financial independence, Fourth of July, success on July 9, 2010 | 2 Comments »
The Fourth of July weekend is one of my favorite weekends each year. In what has become a bit of a ritual in the state of Minnesota, families pile into cars, SUVs and minivans and head north to lake country to get away and relax. The days are long and the weather typically registers somewhere [...]
Diversify Your Career
Posted in Employment, Financial Planning, tagged career, employment, financial plan, income, Savings on July 9, 2010 | 2 Comments »
The current economic environment is causing people to worry about more than just their investments. Many people with whom I come in contact during my work are uncertain about the security of their income. When I think about my journey to becoming a financial planner, I am always fascinated with how life works. For more [...]
Your Personal Declaration of Independence
Posted in Financial Planning, tagged Constitution of the United States, Declaration of Independence, financial independence on July 6, 2010 | Leave a Comment »
We hold these truths to be self-evident, that all men are created equal, that they are endowed by their Creator with certain unalienable rights, that among these are life, liberty and the pursuit of happiness. These words are found in our country’s Declaration of Independence. Famously signed on July 4th, 1776. The founding fathers felt [...]
Clergy Need Financial Plans, Too
Posted in Charitable & Planned Giving, Financial Planning, tagged church plans, clergy, clergy pensions, financial literacy, financial matters, financial planning for clergy, life cycle investing, personal finance, stocks, TIPS on July 1, 2010 | 2 Comments »
Last week, I had the privilege of participating in the first Clergy Financial Literacy Conference at Boston University. Bert White, a retired Methodist minister who is now a lecturer at BU, developed the conference. Zvi Bodie and Larry Kotlikoff, both BU senior faculty members with a keen interest in applying science to personal finance, provided [...]
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