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Archive for January, 2011

Reviewing a recent list of consumer inquiries received at the Financial Planning Association® website, it is clear that many people do not understand what a financial planner does, how the financial planning process works, and how a financial plan can help them. After looking over the resources about financial planning available on the web, I [...]

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Besides the emotional and relationship issues that divorce presents us with, understanding the tax issues associated with getting a marital dissolution can be challenging. The good news is that where divorce costs might typically not be deductible, legal advice and representation surrounding matters of ‘tax’, ‘investment’, or ‘business and/or production of income property’ involved in [...]

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3 ways to ease money stress Do money worries rob you of a good night’s sleep and set off aches and pains in your health — and relationships? Are your shoulders — and your life — sagging under the crushing weight of financial responsibilities? If you’re nodding your mind-boggled head, then it’s time to rethink [...]

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Ok, we are passed January 1, 2011, and we can get on to some serious financial planning for our financial future. The tax rules are in place for the next two years, so we have a little more certainty today than what we had a month ago. While it is very important to go through [...]

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Last week a friend and I were catching up on life over lunch. This particular person happens to be an extremely knowledgeable investor, and he generally enjoys trying to pin me down on what may happen with the market, economy, interest rates, and the like. And while he knows my feelings about predictions, we went [...]

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I have always been a bit of a wanderer. From the day I received my driver’s license, I have enjoyed simply strapping into the driver’s seat and finding new territory. I started out by learning some of the back roads within the area where I live, driving through the countryside for hours. Since then I [...]

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Behavioral finance has been around for quite some time, but seems to be gaining lots of steam in the popular press, which tells me more and more people are interested in learning about the brain’s often cantankerous relationship with money. The results of this trend are both encouraging and troubling. At its best, behavioral finance [...]

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Here we are at the start of a new year. Decorations are put away until next year. The last of the holiday treats have been eaten or were necessarily discarded. And we begin to return to the daily routine. Millions begin to ‘drop the ball’ on their resolutions. And many people open the last and [...]

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As I sit here in the frozen tundra of Atlanta, my mind whirls from the events of the last few days and the week ahead. A murderous rampage in Arizona, a snow and ice storm that brings a great southern city to a standstill for an entire week, a memorial that rallied our country and [...]

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