Family

4 Tips For Managing Money in Your Second Marriage

Money is the cause of many divorces in our society. Those who end up getting remarried will naturally be apprehensive with their money and want to protect it. With that in mind, I will be sharing 4 tips for managing money in your second marriage so that you can be better prepared. Read more “4 Tips For Managing Money in Your Second Marriage”

Volatility, China, and Oil

by Dimensional Fund Advisors

January 2016 saw the worst start to the year for the S&P 500 in history, while the Chinese equity market experienced a decline in prices as well as continued volatility and a decline in oil prices coincided with a decline in stock prices. These events provide an opportunity to examine several questions important to investors and revisit some fundamental principles of investing in capital markets.

Read more “Volatility, China, and Oil”

The Ultimate Tax Shelter

If you are eligible to but are not taking advantage of itemized deductions on your tax return, then you could be missing out on thousands of dollars in tax savings. Many people do itemize but are capped because they make too much money. And if you’re in this camp, maybe you’re wondering what you can do to shelter more money from taxes.

If you work for a company that has a 401k, 403b, or any other tax deferred retirement plan, then you should be contributing. There really is no better tax shelter than this, especially if you are in a very high tax bracket.

This advice may sound basic, but often times that is the best advice possible. Read more “The Ultimate Tax Shelter”

Volatility in the Stock Market

There has been a downward spiral in the stock market in the last couple months and people are concerned. Could it have something to do with China? Are there other factors? As an investor what should you do? Check out the video to see my take on the recent volatility.

Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

2016: 10 Predictions to Count On

The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that.

Ten Predictions to Count On by Jim Parker of DFA Australia Limited shows us what we can count on in the stock market this year.

Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

Unhealthy Attachments

Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. We found an informative article that addresses this. Please read Unhealthy Attachments here.

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Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

Considering Central Bank Influence on Yields

Should you make investment decisions based on what you think the Fed will do?  Is the Fed “really” trying to keep interest rates low?  Click here to read an interesting point of view.

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Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

Identity Theft SEC Alert

The SEC (Security and Exchange Commission) recently issued an Investor Alert to provide investors with important steps to take regarding their investment accounts should they become victims of identity theft or a data breach.  Our goal as a planning firm is to provide you with tools and resources to stay on top of issues and threats before they arise.  Click here to read the full alert.

If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also feel free to list any comments below that you may have.

Brad E.S. Tinnon
CERTIFIED FINANCIAL PLANNER™

A Child’s View of Why We Need Money

Last year, my daughter’s kindergarten teacher told us that Ella really enjoyed writing. That has carried over to her first grade class as she recently told me and her mom that she really loves writing. She is constantly writing about whatever pops into her mind or whatever experience she has had.

Ella has been to my office a number of times over the years. She knows that I have clients and that we deal with money/numbers, but I’m not sure she quite understands exactly what we do. So, in an effort fulfill her love of writing and teach her more about my business, I challenged her with the task of writing about “why people need money”. Read more “A Child’s View of Why We Need Money”

Money Is The Root Of All Evil?

by Mary Young, Ph.D.

Perhaps you already know the punchline, but I grew up believing that the way I’ve stated the question above was the accurate depiction of the biblical statement.  About 15 years ago, I was fortunate enough to be seeing a Minister, who taught me a number of lessons, as many of my patients do.  This lesson in particular, was the correction that the bible actually says “The love of money is the root of all evil.”  That’s a pretty big difference of what I originally thought and often heard people say.  And I have certainly seen many examples in my years on the job where, people’s attachment to things that require money can, and often does, create a host of maladies in their lives. Read more “Money Is The Root Of All Evil?”