Have you ever considered football as a metaphor for life? Over life stages or quarters, players with different jobs and strengths work together, and share moments of pain and glory. Why? To triumph over adversity and “win”. To win at life or football takes gut-busting hard work at each stage of the game. But the pressure [...]
Posts Tagged ‘financial goals’
Falling Behind on Retirement: What Would Tim Tebow Do?
Posted in Retirement, tagged Baby Boomers, challenges, financial goals, Tim Tebow on January 26, 2012 | Leave a Comment »
“Start-itis”
Posted in Goals, tagged asset protection, financial goals, financial life, intentions on January 12, 2012 | Leave a Comment »
Maybe it’s not a word, or even a real disorder but I’m telling you it is TRUE…I have “start-itis.” You may know (or even have) the symptoms: some new idea or thing catches your attention and from all appearances is EXACTLY what you were looking for. So, you leap right in with vigor and your [...]
Takeoffs and Landings at the 57th Fighter Group
Posted in Goals, tagged financial goals, goals, opportunity on December 19, 2011 | 2 Comments »
It’s the time of year when everyone gets together for holiday luncheons, dinners and other functions. I’ve always enjoyed this time of year personally. Everyone seems to be in a better mood. Greeting from perfect strangers are a lot friendlier. The excitement from children anticipating Christmas is almost palpable. As I sat down for dinner [...]
Bonds, Stocks and Goals Oh My!
Posted in Goals, tagged Are you a Stock or Bond?, financial goals, Moshe Milevsky, stock worker on May 6, 2011 | 3 Comments »
I plan on reading Moshe Milevsky’s book “Are you a Stock or Bond?” because I found the title and topics fascinating. When we talk about setting financial goals, it is imperative to ask Milevsky’s question: “Am I a stock or bond?” One could define the “bond” worker as someone whose income is based on either an [...]
Piece of the Pie
Posted in Goals, tagged “Movin’ on Up”, cash flow, Edward Wolff, financial goals, spending plan, The Jefferson’s, value, wealth on April 1, 2011 | Leave a Comment »
In the 70’s sitcom show The Jefferson’s, George and Louise Jefferson are an African-American family who move from a working class neighborhood in Queens to a luxury apartment on Manhattan’s Upper East Side. The shows‘s theme song “Movin’ on Up” proudly states that “We finally got a piece of the pie.” And what a big pie it [...]
Magic Potions, Elixirs, Tonics and Silver Bullets
Posted in Investments, tagged achievving financial goals, active portfolio management, actively managed funds, annuity investing, capital asset investing, CDSC, contingent deferred sales charge, death benefit, EIA, equity index, equity indexed annuities, financial circumstances, financial goals, fixed annuity, guaranteed returns, income riders, investing, investment, investment performance, investment products, investment return, investors, loss of principal, maintaining a desired lifestyle, mutual funds, portfolio, premature death, principal riders, risk tolerance, securities, stocks, target date funds, Treasury Note, variable annuities on March 25, 2011 | Leave a Comment »
For as long as man has been walking upright, he has dreamed of and sought out magic potions or cure-alls for what has ‘ailed’ him. Ponce de Leon sought out the fountain of youth, Eastern cultures tout the benefits of rhinoceros horn powder and many of us might love to find that ‘instant buffed body’ [...]
Talk with your Tax Preparer
Posted in Taxes, tagged 2010 taxes, financial goals, financial literacy, tax liability, tax preparer on March 16, 2011 | 1 Comment »
If you haven’t already begun the process, you officially have less than a month (ok, you technically have until Monday, April 18th to file this year, but I digress) to face your 2010 taxes. We often procrastinate in doing this, finally getting around to amassing the seemingly unnecessary pile of paperwork our tax preparer has [...]
Wayne, Burt, Willie and U Can’t Touch This
Posted in Spending, tagged 7-Day Cash Challenge, bankruptcy, debt, financial goals, financial success, spending plan on March 4, 2011 | Leave a Comment »
Have you challenged yourself lately? Did you take on the 7-day Cash Challenge? What were your results? The feedback I have received is that most ran out of spending cash by day 4 or 5. If you started the Challenge on a Monday, the upcoming weekend looked pretty bleak. That is the point behind the [...]
For Women Only…What is Your Financial IQ?
Posted in Financial Planning, tagged emergency savings account, estate documents, finances, financial goals, financial IQ, Insurance, Investments, net worth, tax bracket on February 17, 2011 | 2 Comments »
Do any of these quotes sound like you? “I don’t want to be bothered with financial matters; my husband takes care of all that.” “I pay the bills and have a binder with all our statements and bills neatly organized.” “We keep separate checking accounts and each pay into a joint account to cover our [...]
End 2010 with a “KISS”
Posted in Financial Planning, tagged budget, financial goals, financial life on December 9, 2010 | Leave a Comment »
Most everyone I know is talking about how “stressed out” they are already feeling about the holidays and shopping. Even those who have decided to spend less and avoid using credit still lament that the season is not particularly joyful or relaxing as they plan for decorations, gifts and meals. This of course makes me wonder what [...]
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Bloggers
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Lee Baker, CFP®
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Rick Kahler, CFP®, MS
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Rick Miller, 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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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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