October 4, 1942. That was the date that a young man named Henry was inducted into the United States Army. Born before the Depression, he grew up in the backwoods of North Florida. (In all honesty, most everything was backwoods in that day.) He had been married only a few months before getting the call. [...]
Archive for the ‘Medical & Health Issues’ Category
A Soldier’s Story: Helping Wounded Warrior’s Manage Their Money
Posted in Charitable & Planned Giving, Medical & Health Issues, Retirement, Savings, tagged Armed Forces Day, finances, FPA of Georgia, IED, Memorial Day, veterans, Wounded Warriors on May 17, 2010 | Leave a Comment »
Money Seasons – How Can We Get More Summer in Our Lives?
Posted in Banking, Employment, Investments, Medical & Health Issues, Retirement, Savings, tagged financial goals, financial house, personal finances, saving, summer on April 14, 2010 | Leave a Comment »
Is it winter, spring, summer or fall in your financial house? Following the solstice and assuming residence in the northern hemisphere, winter officially ended March 20 just after lunch and we’ll get to summer June 21 as we sit down to breakfast. Spring is that suspension bridge between the two. Some days are dark, wet and [...]
“How Should I Save?”
Posted in Credit/Debt, Education, Employment, Investments, Medical & Health Issues, Retirement, Savings, Taxes, tagged 401(k), college, credit card debt, diversification, emergency fund, lifestyle risk, retirement plan, Roth IRA, saving, traditional IRA on March 31, 2010 | 3 Comments »
In our debt-filled society, I occasionally get the refreshing question from younger clients or friends, “My wife/husband and I are fairly cash flow positive and want to put money aside for our retirement and education goals, however, we are unsure of how or in what vehicles to save. Can you help us?” I like to [...]
Annual Fiscal Review: Spending
Posted in Banking, Employment, Home Ownership, Investments, Medical & Health Issues, Retirement, Savings, Taxes, tagged expenses, fiscal checkup, income, loans, Lusardi, mortgage, National Bureau of Economic Research, recession, Savings, Taxes on March 10, 2010 | 3 Comments »
The medical profession used to recommend that everyone have an annual physical. A physical can help identify many diseases in their early stages when you still feel healthy. Most people paid attention to that recommendation and had their body checked out to look for these early warning signs. Some people are also committed to an [...]
A Confidence Game
Posted in Credit/Debt, Employment, Investments, Medical & Health Issues, Retirement, Savings, tagged financial confidence, financial independence, The Power to Prosper on March 3, 2010 | Leave a Comment »
What is the difference between financial confidence and financial independence? I define financial independence as accumulating enough money and property to no longer be dependent on employment for living expenses. Achieving this status is something most of us aspire to if for no other reason than to be able to retire from our day jobs [...]
Investing in Yourself for 2010
Posted in Education, Investments, Medical & Health Issues, tagged Investments, personal finances on January 20, 2010 | 2 Comments »
Whenever I begin to talk with new clients, inevitably they ask me about what my thoughts are for great investments in the coming months. I always tell them that I don’t have a crystal ball telling me which stocks or bonds are going to do well in the New Year. I do usually mention these [...]
Health-care Laws Provide Opportunity for Financial Planning
Posted in Insurance, Medical & Health Issues, tagged deductible, health care plan, health care savings account, health savings plan, higher employer costs, higher premiums, higher taxes on January 19, 2010 | Leave a Comment »
Whether you support or disagree with the inevitable health care plan coming out of Congress, it will be wise to pay close attention to the financial consequences of the legislation. Consequence One: Higher Taxes. The House bill puts an additional 5.4% tax on singles earning over $500,000 a year or couples with over $1 million. The [...]
Everything That Counts
Posted in Charitable & Planned Giving, Estate Planning, Medical & Health Issues, tagged Albert Einstein, cancer, financial planner, Salvation Army, Sana Claus on December 21, 2009 | 1 Comment »
I remember the first time that I heard a friend of mine, Elizabeth Jetton, use the quote “Not everything that can be counted counts and not everything that counts can be counted.” I thought that it was pretty cool then and even cooler upon learning that the quote is attributed to Albert Einstein. I always [...]
The Great Healthcare Debate
Posted in Education, Insurance, Medical & Health Issues, tagged COBRA, democrats, health insurance, healthcare, healthcare access, HR 3962, Medicare, public option, republicans on November 16, 2009 | Leave a Comment »
In 1858 Abraham Lincoln and Stephen Douglas engaged in a series of debates during the U.S. Senate election campaign for the state of Illinois. The central focus of the debates was the issue of slavery. Interestingly enough, Lincoln lost the race but later went on to win the Presidency. These debates shaped the future of [...]
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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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Jude Boudreaux, CFP®
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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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