Archive - November 2010

1
How To Reduce Your Taxes in 2010 And Beyond
2
Managing Your Finances During a Divorce
3
Investing To Build Wealth
4
Strong Dollar, Weak Dollar, Both?
5
Controlling Your Healthcare Costs in Retirement

How To Reduce Your Taxes in 2010 And Beyond

Nov 22 2010
Browse archives for November 22, 2010
Avatar
Lon Jefferies, CFP®, MBA

Lon Jefferies is an investment advisor representative with Net Worth Advisory Group, a fee-only financial planning firm in Salt Lake City, Utah. He is a Certified Financial Planner (CFP®) and a member of the National Association of Personal Financial Advisors (NAPFA). He possesses an MBA and bachelor's degrees in Finance and Marketing from the University of Utah. Lon writes articles for local magazines such as Utah CEO, Business Connect and Utah Business Magazine, and he consistently contributes articles to online magazines such as FIGuide.com and FILife.com (by The Wall Street Journal). Additionally, Lon is an expert author at EzineArticles.com. Lon has been quoted nationally in publications such as the NY Times and Investment News.

Lon can be contacted at (801) 566-0740 or lon@networthadvice.com. Learn more about Net Worth Advisory Group at http://networthadvice.com and visit Lon's blog at http://www.utahfinancialadvisor.blogspot.com.

All posts from Lon Jefferies, CFP®, MBA
Spread the love

Tax planning has always been a very challenging element of the financial planning process. This year it has been especially difficult in light of the uncertainty associated with the pending changes to the tax code. As you may be aware, the tax cuts established by the Economic Growth and Tax Relief Reconciliation Act of 2001 and the Jobs and Growth Tax Relief Reconciliation Act of 2003 (both of these acts are commonly referred to as the Bush tax cuts) are set to expire at the end of the year. There has been considerable debate as to whether or not these …

Read More

Managing Your Finances During a Divorce

Nov 22 2010
Browse archives for November 22, 2010
Avatar
Richard T. Feight, CFP®

Among independent financial advisors, Mr. Feight is one of the most well known and highly respected “Fee-Only” financial planners. Since 1997, Rich has dedicated his career to offering low cost “Fee-Only” comprehensive financial planning and investment advice. Rich assists his clients in organizing their finances so that they can retire on time.Rich is a graduate of Michigan State University where he received his degree in Finance. Rich has earned the Certificate of Financial Planning from The College for Financial Planning in Denver , Colorado that was comprised of intense graduate level classes grounding him in the various foundations of financial planning. He is a CFP® (Certified Financial Planner®) since 2001, meeting the experience, education requirements and passing the two-day, 10 hour exam, making him one of the few in the country who hold the designation. Since 2003, Rich has subscribed to the stringent and mandatory annual educational hours, experience, and code of ethics to meet the requirements to be a NAPFA Registered Financial Advisor. Out of the 800,000 individuals in the country who claim they are financial advisors/planners, fewer than 1,300 in the country qualify for the membership; Rich is one of them.

Rich is the President of the Financial Planning Association (FPA) of Michigan . The FPA of Michigan is one of largest and influential chapter in the country. Rich was recently named President for Transportation Toastmasters Club 4776 downtown Lansing . He has been quoted in both local and national media from Noise Magazine to CNBC, and Bloomberg, and industry news publications such as Investment News and Financial Advisor Magazine. Rich enjoys public speaking and has spoke at industry educational meeting, high schools, and executive investment clubs, AARP conferences, and business educational seminars for companies looking to educate their employees. Rich views his role as a Fiduciary for his clients as the single biggest key to any planning relationship and strives to provide the most competent, unbiased and objective advice in the financial planning profession today.

All posts from Richard T. Feight, CFP®
Spread the love

Money could be considered the greatest cause of Divorce. In fact, there are some studies that suggest that how ofter a couple argue about money could predict their likelihood of divorce. Once you’ve reached the point where you are going through a divorce, your finances will suffer as your assets are split in half. What you do after the divorce will lay the foundation of your finances. There are a few things you can do to make sure that you aren’t overwhelmed, and keep your head above water.

  1. Be Conscious of Asset Division – Not all assets are considered equal.
… Read More

Investing To Build Wealth

Nov 22 2010
Browse archives for November 22, 2010
Avatar
Fern Alix LaRocca CFP® EA All posts from Fern Alix LaRocca CFP® EA
Spread the love

Do you invest to build wealth because of fear of the future?  You probably will say no but many financial firms want to change that. Here is why:

I get lots of financial magazines targeted to the professional financial advisor and despite the ads touting investment companies boasting their benefits and value add to our clients, there is still a lot of slick psychological fear based marketing. Take this title I received,

“Advising Boomers in a World of High Taxes”

I didn’t know we were in a world of high taxes. In fact, we have been in a low …

Read More

Strong Dollar, Weak Dollar, Both?

Nov 22 2010
Browse archives for November 22, 2010
Avatar
Marc Schindler, CFP® All posts from Marc Schindler, CFP®
Spread the love
Today an article on Bloomberg informs us that the US Dollar is alive and well and further declines are unlikely even in the face of Bernanke’s efforts to print $600 billion more. Most of the article’s statements are based on the Dollar Index, which tracks the value of the dollar against currencies of the major trading partners.This index has appreciated during the last couple of weeks as the chart below shows.
Dollar Index

The thing about exchange rates is that they depend on relative rather than absolute merit. For example, if Country A maintains a booming economy while exercising fiscal …

Read More

Controlling Your Healthcare Costs in Retirement

Nov 21 2010
Browse archives for November 21, 2010
Avatar
David Armes, CFP®, MBA All posts from David Armes, CFP®, MBA
Spread the love

One way that retirees can control their healthcare costs is by using Medicare’s annual enrollment period (November 15- December 31) to make needed changes to their medical and drug coverage. Otherwise, in most cases they will have to wait another year before they can switch plans.

The almost 18 million retirees who are enrolled in Medicare Part D stand-alone plans have perhaps the easiest task during the year-end enrollment period. In one telephone call (800-MEDICARE), they can list the drugs that they take and find the lowest-cost plans. And if they want to change from their current plans, they can …

Read More

Copyright 2014 FiGuide.com   About Us   Contact Us   Our Advisors       Login