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Archive for November, 2011

How to Throw a Fabulous Holiday Party…on a Budget

Posted in Budgeting, tagged on November 30, 2011 | Leave a Comment »

I love to entertain, especially during the holidays while my Christmas tree is up and the house is warm and inviting. However, hosting parties can be expensive, and it is so easy to overspend on food and decorations. So tonight, I ventured out to Walmart on the night before Thanksgiving (not recommended!) to see if [...]

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20 Financial Planning Questions That You Need an Answer To!

Posted in Financial Planning, tagged , , , , , , , on November 29, 2011 | 1 Comment »

Answering financial planning questions is something that I am passionate about and absolutely love to do. Although when I think about what’s important in my business, it is not so much answering those questions (because lots of times people don’t understand, remember, or get around to it), it’s really about getting to the heart of [...]

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My Year-end Tax Planning

Posted in Taxes, tagged , , , , , on November 22, 2011 | 2 Comments »

As I approach the next 45 days, it is time to address what I will be doing next year in my tax practice. In the next month and a half I have to install the tax software for the 2011 tax returns, review the new features of that software, and get all my files ready for [...]

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Top 10 Reasons I’m Thankful

Posted in Values on November 21, 2011 | 1 Comment »

I’m thankful that I’m not a turkey! I’m thankful that I have the gift of sight so that I can see the changing of the leaves and my little girls play in them after they have been raked up. I’m thankful that I have family and friends to visit during the holidays and know that [...]

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Charitably Inclined?

Posted in Charitable & Planned Giving, tagged , , , , , on November 17, 2011 | 1 Comment »

As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes that need support, gifting and the joy or appreciation that it brings can bring warmth to the heart and spirit to the soul of the giver. In the case of those [...]

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Financial Planning & Adoption

Posted in Estate Planning, Taxes, tagged , , , , , on November 16, 2011 | Leave a Comment »

Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in Tucson, Arizona. My sister, after much thought and a long and sometimes trying process, successfully welcomed her son to our family.     In travelling back home from the weekend’s events, [...]

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“Risk Less and Prosper: A Guide to Safer Investing”

Posted in Investments, tagged , , , , , , , , , on November 15, 2011 | 2 Comments »

A Must Read New Book Reviewed by Karin Maloney Stifler, CFP® ********************************************************************************************* WARNING:  What you are about to read will challenge your longstanding investment beliefs and practices. ********************************************************************************************* So, how are you feeling about the financial markets these days? Has the white-knuckled ride of the stock market rollercoaster exhausted your patience, if not your resources? [...]

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Elder Financial Abuse and You

Posted in Retirement, tagged , , on November 14, 2011 | Leave a Comment »

Last week FPA and Kiplinger’s hosted a free advice national call-in for the public to speak with advisors about elder financial abuse, and resources for those who may have been abused.   Financial abuse doesn’t only happen to those that come across a Bernie Madoff or those that approach seniors from the financial world; it [...]

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Mirror, Mirror…

Posted in Financial Planning, tagged , , , , , , on November 11, 2011 | Leave a Comment »

Occupy Wall Street is creating a great deal of buzz around the globe, and it is a remarkably fascinating movement to witness. No matter what side of the proverbial fence you reside on, this movement is drawing a great deal of attention to several issues our country’s leaders have long ignored. Opponents argue that there [...]

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To Our Military Members: Protect Your Financial Future

Posted in Financial Planning, tagged , , , , , , , , on November 10, 2011 | Leave a Comment »

My first real job was the U.S. Navy. I was 17 years-old and was leaving home and going to be “on my own” for the first time. The Navy taught me many things, some of which have shaped the person I have become but one thing I didn’t learn was how to manage money. My first [...]

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