Author - Linda Y. Leitz, CFP®, EA, CDFA

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Divorce Team
2
Why You Should Never Take Financial Advice From Friends
3
These Simple Taxes Would Make Everyone’s Life Easier
4
How To Find the Right Financial Advisor
5
4 Tips To Help You Save on Your 2011 Taxes

Divorce Team

Aug 04 2015
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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.

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You’re going through a divorce. You may feel that you’re watching your life crumble, including your finances. It’s tempting to want to save money by doing it all yourself. Whether ending the marriage was your idea or not, it’s a time when you’ll be making big decisions that are different than any decisions you’ve ever had to make. It’s not time to be penny wise and pound foolish. Because divorce isn’t an everyday occurrence, here are some pointers that can help you and save you money.

Too many people assume attorneys make things worse. With a good attorney, that’s not …

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Why You Should Never Take Financial Advice From Friends

Sep 03 2011
Browse archives for September 03, 2011
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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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We all get advice from our friends, whether we want it or not. When it comes to financial advice from your friends, take it with caution.

The do it yourselfers

Many people are Do-It-Yourselfers when it comes to their finances. As a financial professional, I’ve seen people who are pretty good at it. I generally meet them when they come to see me for a sanity check. There’s always something I can recommend that they didn’t think of and they appreciate it. But some Do-It-Yourselfers are a mess – and the mess is compounded by the fact that they don’t …

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These Simple Taxes Would Make Everyone’s Life Easier

Jul 16 2011
Browse archives for July 16, 2011
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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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Most of these blogs are helpful hints to think through financial issues that impact you.  This one is not that applicable to most readers.  It’s certainly not political, but may give food for thought about the negotiations that go into tax legislation.  As the national debt limit is being debated, there’s governmental discussion over tax cuts and tax increases as opposed to tax reform.  The tax code is certainly more complicated than it should be, as are other government funding issues.  Some of the most simple solutions may never get serious consideration because they are, in fact, so simple.  Here …

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How To Find the Right Financial Advisor

Jun 30 2011
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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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If you want financial planning, finding a professional to guide you through the process is a daunting proposition.   Even referrals aren’t always the solution, since many of your friends might not completely understand what their financial advisor does or whether what’s done is right for them.   Finding a financial planner can be intricate and in depth.  There are also a few simple concerns you can explore to work toward finding a professional that’s a good fit for you.  Here are four basic issues you can address. 

Are they qualified?

The first is what the planner’s credentials are.  Credentials are different …

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4 Tips To Help You Save on Your 2011 Taxes

Mar 25 2011
Browse archives for March 25, 2011
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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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While making my way through tax season, I see several items that can be done year round to make your life easier from a tax perspective.  Here are just a few that can save you time and money.

Cost basis

Technology and regulatory reform have made keeping track of what was paid for investments easier, but not perfect yet.  Any time you move investments from one financial institution to another, make sure you ask the institution that you’re leaving for the cost basis on the investments.  It’s much more difficult to go back years later and ask about an account …

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