Author - Troy Von Haefen, CFP®

1
Tax Extenders: To Be or Not To Be?
2
Five Year End Moves for 2014
3
Fear and Greed
4
New Name….Same Great Organization!
5
Five Questions You Should Ask Yourself!

Tax Extenders: To Be or Not To Be?

With congress returning to work this week, there are a few items that are still up in the air for tax year 2014.  The most pressing issue (at least in relationship to taxes) is the topic of tax extenders. These extenders expired Dec 31, 2013 and unless legislation is put in place this expiration could be costly for many taxpayers.

The list below outlines some of the most impactful expired provisions, but it is not exhaustive.

  • The state and local sales tax deduction.
  • The deduction for mortgage insurance premiums as interest.
  • The deduction for qualified tuition and related expenses.
  • The
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Five Year End Moves for 2014

Wow, it seems like we were just completing our taxes, and yet here we are staring at the end of the year. With only a couple months left in this calendar year, there are a few things we should all look to accomplish to make sure we are maximizing our financial growth.

Here are five items that are time sensitive and should be addressed before we ring in 2015.

  1. Take full advantage of open enrollment

It’s important to take the time necessary to review your benefit elections for 2015. Choosing the right options can be crucial for financial success.  Comparing …

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Fear and Greed

There are two emotions that can derail an investment plan faster than a Nolan Ryan fastball: fear and greed. Fear and greed tend to push investors in the wrong direction at the wrong time.  Let’s take a look at these two emotions and how they can impact your portfolio.

Fear

Fear is a great motivator, and it’s easy to find common examples today as it relates to investing.  Simply turn on your TV and wait for the next commercial pushing gold and silver as a safe haven against the next great downturn.

Often a retired actor states that he will …

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New Name….Same Great Organization!

As most of you know, I have been a proud member of The Alliance of Cambridge Advisors (ACA) for almost ten years.  ACA is a fee-only financial planning organization like no other.  This organization consists of like-minded advisors who focus on holistic (comprehensive) financial planning.  Most advisors do it “all” for their clients…..from taxes to investments and most things in between.

With the introduction of The Affordable Care Act (ACA), The Alliance of Cambridge Advisors noticed a bit of acronym confusion with the general public.  Some folks also referred to The Alliance of Cambridge Advisors simply as Cambridge.  This also …

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Five Questions You Should Ask Yourself!

It’s hard to believe we are half way through 2014.  While we enjoy the relaxed pace of summer, we should make sure we are on track for a successful year.  Here are a few questions you should ask yourself as a mid-year assessment.

  1. If the second half of 2014 looks just like the first, will it be a successful year?

This question shouldn’t be restricted to money. While the financial aspect of 2014 should not be ignored, there are other areas that may need assessing as well….health, work-life balance, fun…etc.  I would suggest an honest evaluation of the question.  If …

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