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Archive for October, 2011

I’m in My 30s: What Amount Should I be Saving – Part II

Posted in Savings, tagged , , , , , , , on October 11, 2011 | 3 Comments »

This blog will continue the theme of how much should you be saving each year in order to meet the future goals that you have for yourself and your family. In the previous blog, I used an individual who was in the 20 to 30 age bracket. This blog will focus on the next decade [...]

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What is Financial Planning?

Posted in Education, Financial Planning, tagged , , on October 10, 2011 | 2 Comments »

I’ve been thinking a lot recently about financial planning. Now, you’re probably thinking something along the lines of, “As a financial advisor, shouldn’t you be thinking about planning?” But what I mean to say is that I’ve been thinking a lot lately about what is financial planning? How is it different than experiences that consumers [...]

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October: A Trick or Treat for Investors

Posted in Investments, tagged , , , , , on October 7, 2011 | 1 Comment »

“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May, March, June, December, August and February.” This is a great quote from Mark Twain. As the message states, not only may October be a dangerous month to speculate in stocks, every month carries risk. What [...]

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October Means Open Enrollment

Posted in Employment, tagged , , , , , on October 5, 2011 | Leave a Comment »

Put on the coffee and roll up your sleeves! Deciding on employer benefit choices can be a daunting task, especially when the plans change from year-to-year. And continue to change they will! The Affordable Care Act signed last year phases in a variety of regulations over the next eight years, if it remains standing after the 2012 [...]

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Planning for Uncertainty

Posted in Financial Planning, tagged , , , , , , , on October 4, 2011 | 1 Comment »

For many of my clients – as well as for me – uncertainty is one of the most frustrating pieces of the current economic and financial environment. Planning for retirement and other goals has become just that much more difficult. In some respects, it seems that a little bit of the bedrock of our financial [...]

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PayPal Policies You Need to Know

Posted in Banking, tagged , , , , on October 3, 2011 | Leave a Comment »

I think just about everyone has heard about eBay and PayPal. It wasn’t too long ago that DVDs were sold to teach people how to make money on eBay. Many people have created small businesses or supplemented their incomes by selling things on eBay’s online market and the financial transactions are most often processed through [...]

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