Archive - November 2009

1
Annual Goal Setting Begins with Thanksgiving
2
Holiday Spending During a Recession
3
NAPFA’s Top 5 “New Perspectives”
4
The Santa Claus Deduction
5
Avoiding Family Conflicts with Your Illness or Death

Annual Goal Setting Begins with Thanksgiving

Nov 25 2009
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Jane M. Young, CFP®, EA, MBA, CDFA

Jane M. Young is a Certified Financial Planner and co-owner of Pinnacle Financial Concepts, Inc. and Divorce Solutions, Inc. She has been a financial planner since 1996. She is also enrolled to practice before the Internal Revenue Service. Prior to becoming a financial planner Jane held several management positions at Digital Equipment Corporation and Quantum Corporation, where she worked for 14 years. Jane holds a Bachelor of Science degree in Business Administration from the University of Colorado and an MBA from the University of Colorado. She has also completed the two year Certified Financial Planner Professional Education Program with the College for Financial Planning.

Jane is very active in the community. She is the immediate past president of the Rotary Club of Colorado Springs and a past president of Leadership Pikes Peak. She is a graduate of the Leadership Pikes Peak class of 2004. She is a past president of the Financial Planning Association of Southern Colorado and a past president of the Pikes Peak Chapter of the National Association of Women Business Owners. Jane is also a member of the University of Colorado at Colorado Springs, College of Business, Alumni Leadership Team. Jane is a graduate of the Leadership Program of the Rockies class of 2009 and a graduate the Colorado Springs Leadership Institute class of 2011. She is also a member of the Estate Planning Council and Artemis. Jane was selected as a 2010 Woman of Influence by the Colorado Spring Business Journal.

As a fee-only financial planner Jane is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. She has been quoted in several local and national publications including The Wall Street Journal, US News and World Report, Consumer Reports, Investment News, MSN Money, Kiplinger Magazine, Financial Advisor Magazine, Bankrate.com and the Colorado Springs Business Journal. She also works as a volunteer instructor to new advisors with the Alliance of Cambridge Advisors and has worked as an adjunct instructor at the University of Colorado at Colorado Springs.

Jane is from St. Louis, but grew up in Colorado Springs. She enjoys skiing, golfing, traveling, hiking, painting and learning to speak French.

All posts from Jane M. Young, CFP®, EA, MBA, CDFA
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As we approach the end of the year we look back on our achievements over the last twelve months and start thinking about goals for next year.  I am a strong believer in personal strategic planning and goal setting.   The first step in the goal setting process is to evaluate our values.  Thanksgiving is the perfect time to reflect on those things for which we are thankful.  By acknowledging what we are thankful for, we can easily identify the values that are of greatest importance to us.  Once we have clearly identified our values we can set meaningful goals for …

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Holiday Spending During a Recession

Nov 23 2009
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Linda Y. Leitz, CFP®, EA, CDFA

Linda Y. Leitz is a fee-only Certified Financial Planner™ and has been in the financial industry since 1979. She is also enrolled to practice before the Internal Revenue Service. Before becoming a financial professional, Linda held several executive positions in the banking industry. She began her career as a bank examiner. Linda has a BBA in Business Administration from Principia College and an MBA from Southern Methodist University.
As a fee-only financial planner Linda is a member of the National Association of Personal Financial Advisors, the Financial Planning Association, the National Association of Tax Professionals and the Alliance of Cambridge Advisors. As a leader in the financial planning industry, Linda is the author of the book titled "The Ultimate Parenting Map to Money Smart Kids". She has been quoted in several national publications including the Wall Street Journal, U.S. News and World Report, and Morningstar Advisor and she has appeared on CSNBC. She also works as a volunteer instructor to new financial advisors with the Alliance of Cambridge Advisors.

All posts from Linda Y. Leitz, CFP®, EA, CDFA
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The holidays are upon us and many people are saying “Bah Humbug!”  There is a way to enjoy the holidays without overspending.  Here are a few tips:

  • Plan your shopping.  Don’t go out shopping without a list of what you’re looking for and the price range you have for each purchase.  No impulse purchases!
  • Make gifts.  Take a little time to put together gifts with materials you already have or are inexpensive.  It can be a knitted scarf, a photo collage, homemade bread, or a bird house.  The personal touch is better than anything money can buy.
  • Make
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NAPFA’s Top 5 “New Perspectives”

Nov 23 2009
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Sherrill St. Germain, CFP® All posts from Sherrill St. Germain, CFP®
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If you ever wished you could be a fly on the wall at a financial planners’ conference, here’s your big chance!  Alternatively, if that sounds about as appealing to you as watching paint dry, this “Reader’s Digest version” might be just what you’re looking for.   So here they are: my key takeaways from the recent “New Perspectives” Conference for the Northeast/Mid-Atlantic chapter of the National Association of Personal Financial Advisors (NAPFA).

1.  The shape of the recession –  Speakers who addressed this tended to doubt we’ll see the classic V-shaped recession, the best-case scenario whereby things “snap back” to normal …

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The Santa Claus Deduction

Nov 23 2009
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Lea Ann Knight, CFP®

Lea Ann is the Principal of Garrison/Knight Financial Planning as well as the creator of the financial literacy site, Financially Fit After 40. She also writes a monthly column as the Money Expert for All You Magazine.

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There’s a reason Santa does all his work right before year-end.  Since he’s on a cash basis only (okay, milk and The Santa Claus Deductioncookies and cash, probably), he has mastered the first rule of smart tax planning  – MAXIMIZE YOUR DEDUCTIONS & MINIMIZE YOUR INCOME.  So he pays all his elves by Christmas Day, delivers the goods on the 25th and then waits for the payments (in the form of good deeds, I’m sure) to dribble in over the course of the next year.   He didn’t get to be Santa Claus for nothin’…

But you don’t have to have a little round …

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Avoiding Family Conflicts with Your Illness or Death

Nov 23 2009
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Michael Chamberlain, CFP®

Hello. My name is Michael Chamberlain CFP®, the principal of Chamberlain Financial Planning and Wealth Management. Our firm is “fee-only” with offices in Sacramento, Campbell and Santa Cruz California. “Serving clients from the mountains to the sea.”

Our mission is to help clients realize their full potential today while planning for an abundant tomorrow through comprehensive financial planning and collaborative decision-making.

As an experienced investment and planning professional, I have had the privilege of being interviewed by and contributing to hundreds of articles in such publications as Money Magazine, Financial Planning Magazine, ABC.com, Forbes.com, Nerdwallet, NASDAQ.com, Yahoo Finance and more.

I hope that you spend some time at the FiGuide site and learn more about the financial matters important to you. To learn more about our firm, visit our website www.chamberlainfp.com or give us a call at 800-347-1340.

All posts from Michael Chamberlain, CFP®
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Conflict and arguing within the family is the last thing anyone wants to have happen. Unfortunately, many people fail to have the proper estate planning documents so at the time of serious illness or death there is uncertainty, which creates discourse and strife from which some families never recover.

Below is a review of the documents you may need to be sure your desires are clear and legal, hence minimizing conflicts and confusion in your family.

The Advanced Health Care Directive is a specific form that lists your healthcare preferences to be used only at a time when you cannot …

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