Now that we are all savoring our Thanksgiving Holiday weekend reflecting on the things that we have to give thanks for, I thought it might be a good time to think about those around us and what our testamentary, or legacy, intentions are. True our estate laws are in flux so fine tuning our estate plans [...]
Archive for November, 2010
Beneficiaries, Property Titling and Testamentary Intentions – Year-end Review
Posted in Estate Planning, tagged contractual relationship, estate law, legacy, living trust, Payable on Death, Power of Attorney, property rights, retirement account, testamentary transfer, Transfer on Death on November 30, 2010 | 1 Comment »
What To Expect From Your Tax Professional
Posted in Taxes, tagged accountant, CPA, EA, enrolled agent, filing status, IRS, tax law, tax professional, tax return on November 29, 2010 | 2 Comments »
Recently, one of our other bloggers provided some thoughts about what you should expect from your financial planning professional. That article had excellent ideas for you to consider when deciding who you should consider for your situation. An equally thought provoking issue exists when you are looking for that person to trust in doing your [...]
The Best Holiday Card Ever…An Ethical Will
Posted in Estate Planning, Values, tagged ethical will, Susan Turnbull, will on November 24, 2010 | 5 Comments »
It’s that time of year where we all get a little crazy with endless holiday activities. In thinking of this article I thought you might now have the chance to take a little time and write a personal card to the ones that matter most. My hope is that you can take the time to [...]
Let’s Talk Turkey
Posted in Estate Planning, tagged end-of-life wishes, health power of attorney, legacy, life experience, Thanksgiving on November 23, 2010 | Leave a Comment »
Holidays are a good time for family meetings My father has lived a philosophy of ‘work hard, play hard’ that has resulted in a rich collection of life experiences. He started and ran businesses, traveled the world, flew (and crashed) airplanes, and has had sporting adventures with family and lifelong cronies, both famous and infamous. [...]
Tips for Year-end Charitable Giving
Posted in Charitable & Planned Giving, tagged appreciated investments, charity, deduction software, donations, IRA distribution donation, Salvation Army, volunteering on November 22, 2010 | 5 Comments »
It’s the time of year when we all feel a little more thankful for what we have, and a little more charitable towards those not as fortunate. Many families I meet with have established holiday traditions of deciding on their annual donations together during family events. Others load up their unwanted belongings for a last [...]
Scared of Investment Losses – You Should Be
Posted in Investments, tagged conservative investing, investment return, Investments, loss aversion, risk and return, standard deviation on November 19, 2010 | 4 Comments »
There is a very simple way to approach investment decision making. To start with, begin by asking yourself some basic and preliminary questions such as what is the investment for (to buy a house, to fund a kid’s education, or is it to fund retirement and the like) and how long these investments will last [...]
What Should I Expect From a Financial Planner?
Posted in Financial Planning, tagged CFP Practitioner, financial decisions, financial plan, financial planner, goals on November 18, 2010 | 7 Comments »
Financial Planner, Certified Financial Planner™, Financial Adviser, Financial Consultant, Wealth Manager, Money Manager, Stockbroker, Chartered Financial Analyst, Registered Investment Advisor, Chartered Life Underwriter – OMG! Whom should I hire? I am not going to differentiate among all these titles because I am not a dictionary and am not even sure I can! I am going [...]
Secure Your Mask – Is Helping Your Children Ruining Your Retirement?
Posted in Budgeting, Kids and Money, Values, tagged Baby Boomers, boomerang kid, financial advisor, gift giving on November 17, 2010 | Leave a Comment »
When talking with baby boomer clients about their biggest challenges in recent years, there’s no surprise that adult children are often near the top of the list. For many baby boomers, adult children can represent one of their biggest expenses. This can manifest itself through increased gifting, helping with mortgages, rent, child care or other [...]
I am Sorry… For Now. One GenX Apology
Posted in Education, tagged Baby Boomers, ERISA, GI Bill, Retirement, term life insurance, whole life insurance on November 16, 2010 | 3 Comments »
My wife and I are trying very hard to raise four children in a very difficult environment. I live in Elkhart, Indiana which the New York Times called “the white-hot center of the meltdown of the American Economy.” Some neighbors are buried in debt, some have foreclosed on homes. Most struggle to keep some sense [...]
Listening to Financial Jargon may be Hazardous to Your Wealth
Posted in Education, Investments, tagged financial jargon, financial predictions, financial research, financial services industry, market collapse, tech bubble on November 12, 2010 | 4 Comments »
This past week, my sister-in-law completed her dissertation and earned her doctorate degree in Biomedical Engineering. I have had several conversations with her over the past few years about her research and have been amazed at how easily she can explain her work in words that I can understand. I am fully aware that the [...]
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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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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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Mary Beth Storjohann, CFP®, CDFA
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Ara Oghoorian, CFA, CFP®
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