I hear people all the time say, “When I get some money, I’ll give you a call” or “I don’t have enough money to work with a financial planner”. This is a faulty concept of financial planning. Our industry has done people a disservice and have alluded to the fact that financial planning is only for […]
Do You Have To Be Rich To Have A Financial Advisor? Read More »
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
Volatility, China, and Oil Read More »
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
The Ultimate Tax Shelter Read More »
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™
(VIDEO) Volatility in the Stock Market Read More »
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. If you’re new to our blog and wish to remain connected
Unhealthy Attachments Read More »
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. If you’re new to our blog and wish to remain connected and receive future articles, please sign up for our eContent. Also
Considering Central Bank Influence on Yields Read More »
In follow up to the article written by our friends at Laiderman Law Firm, I wanted to expand upon some of the dangers of joint tenancy. Also, I want to give thanks to Steve Laiderman of the Laiderman Law Firm for proof reading and providing suggestions for this article. Many people try to accomplish estate planning by simply titling
10 Dangers of Joint Tenancy Read More »
Last year we remodeled our house to get it ready to sell. It took us a lot longer than we thought. 2 ½ months to be exact. If you know me, you know that I’m not much of a handyman. I often times joke that I get really anxious / angry when in a home improvement
How To Manage Your Finances Read More »
A while back, I wrote a blog titled Retirement Tips for Small Business Owners. One aspect of that blog revolved around business owners depending on their business to provide for their future retirement. I discussed that any number of things could render your business obsolete and that small business owners need to have a back
Should You Invest Outside Your Business? Read More »
We’re all familiar with the Walmart model that promises everyday low prices. Walmart, along with other big box stores have pushed many a small business out of business causing the mindset that bigger is better. HOW VALUABLE IS VALUE In many cases, bigger companies are competing on price and claiming that consumers should shop there.
Bigger Is Not Always Better – Part I Read More »
Every once in a while, I like to blog about personal items that really have nothing to do with financial planning or investing. With that said, read along for a personal story with a baseball and truck driving twist. LUCKY TO BE ALIVE Some time ago, my 3 ½ year old daughter and I
Blocking the Plate Read More »
Many people don’t truly know what comprehensive financial planning is. They don’t understand that it is a process whereby a Financial Planner helps them to: (1) increase cash flow, (2) minimize taxation, (3) protect their assets (think cars, homes, investments, income, etc.), (4) be proactive and minimize risks, (5) pass assets efficiently and cost effectively
What Does A Comprehensive Financial Plan Look Like? Read More »
