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1
What is the “LifeSpan Process of Tax Resolution and Financial Freedom”?
2
What does Warren Buffett think?
3
Financial Planning Checklist for Recent College Graduates
4
Does Fear Stop You From Living the Life You Want?
5
Do You Feel You are in Control With Your Finances?

What is the “LifeSpan Process of Tax Resolution and Financial Freedom”?

Lifespan Tax and Financial PlanningFinancial planning is both an art and a science. Life planning is a relatively new approach that is usually seen as the art or human side of financial planning. The process of life planning is used to help people discover their deepest and most profound lifelong goals. This can be accomplished through a process of self-awareness and inquiry. If major obstacles such as significant tax debt or poor financial management exist it is difficult to focus on life and financial planning goals.

Tax problems create a need for tax and financial planning strategies that will solve tax issues the best …

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What does Warren Buffett think?

What does Warren Buffett think?Warren Buffett says he sees the economic slide ending, but won’t put a timetable on recovery.

He believes Treasury Secretary Paulson and Fed Chairman Bernanke acted honorably and intelligently when they forced Bank of America to close the Merrill Lynch acquisition. Considering the fragile situation at the time, had Bank of America been allowed to invoke a major adverse change clause and back out, it may have been disastrous for the financial system. And although they have sympathy for Wells Fargo’s complaints about being forced to accept TARP money against its will, by and large they believe the government handled …

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Financial Planning Checklist for Recent College Graduates

According to the National Postsecondary Student Aid Study (NPSAS), graduating seniors with educational debts carry an average debt load on the order of $20,000. More and more, college students are beginning their working lives with fairly heavy debt loads. It’s more important than ever for newly-minted grads to hit the ground running with a plan for their finances.

Based on the things I’ve observed in my clients (and others), here are nine key things that I think new college graduates should give attention to:

(1) Understand How Your College Loans Work

A surprising number of graduating students don’t understand the …

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Does Fear Stop You From Living the Life You Want?

A friend recently asked me about his investments. He wanted answers to a couple of very specific questions and was disappointed to hear that I would need to look at his situation from a much broader perspective. In order to give him the best advice, we would need to consider his questions in relation to all of the financial aspects of his life. This is the essence of comprehensive financial planning.

He jokingly replied “if you look at all of my finances, you will see how messed up I am.” He said this in jest, but this is a realistic …

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Do You Feel You are in Control With Your Finances?

Is financial planning really all about money? I do not think so. A growing number of financial planning professionals including myself have adopted a holistic approach to the planning process. In general, this means looking at the whole person during the life planning process rather than simply focusing on their financial lives. I strongly believe that the “inner game” of money should not be ignored. It is human nature for our belief systems, attitudes, past experiences, goals and values to have an influence on key financial planning and life decisions. The traditional view towards financial matters is based on rational …

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