Author Archive
Monday, May 17th, 2010 by Charles Mayfield, CFP®
For many of us, Spring cleaning is an annual ritual where we find the time to get everything spit-shined, polished and put into place. I personally love this time of year ...
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Tags: charitable donations, Dig in the Dirt, household belongings, learning life lessons, life lessons, Spring Cleaning
Posted in Uncategorized | No Comments »
Monday, May 3rd, 2010 by Charles Mayfield, CFP®
This week, I received a performance piece in the mail from one of the money managers we use with our clients. Its focus was on dealing with investor behavior and the ...
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Tags: "V" shaped recovery, emotional investing, getting back in the market, Investor behavior, Investor Bias, March 9th low, market bounce, market low, market upturn, Revisionist History, snake-bitten investors, stock market investing, stock market rally, Timing the Market
Posted in Investments | No Comments »
Monday, April 26th, 2010 by Charles Mayfield, CFP®
There is much to be said for the financial opportunities afforded us in 2010. You can look at any number of the recent postings to get a good feel for what ...
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Tags: Capital Gains, Capital Gains Taxes, Cost Basis, Income Taxes, Long Term Gains, Tax Rate changes, Tax Rates
Posted in Investments | No Comments »
Monday, January 18th, 2010 by Charles Mayfield, CFP®
As we approach the kickoff for Super Bowl XLIV, I can't help but wonder how many Americans are frantically trying to make those last few lineup changes to assure themselves of ...
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Tags: fantasy football, Investment Advice, investment portfolio, market rebound, stock market investing, stock-picking, Super Bowl
Posted in Investments | No Comments »
Monday, January 11th, 2010 by Charles Mayfield, CFP®
The American Recovery and Reinvestment Act was amended on December 19th, 2009 (ARRA). The ARRA has a provision that allows for the reimbursement of 65% of the premiums attributable the extension ...
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Tags: American Recovery and Reinvestment Act, ARRA reimbursement, cobra, Cobra Continuation, Cobra subsidy, continuation, new Cobra law
Posted in Health Insurance, Insurance | No Comments »
Monday, January 4th, 2010 by Charles Mayfield, CFP®
Happy New Year to everyone! As we are busy hanging up our new calendars, let's take a moment to cover some basic 'early year' strategies and action steps that can get ...
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Tags: 401k, books & records, Contributing to a 401(k), Flexible Spending Accounts, FSA, Health savings accounts, HSA, income tax deductions, Organization, Roth 2010, Roth conversion, Roth IRA, tax planning, Tax strategies
Posted in Financial Planning, Investments | No Comments »
Monday, December 28th, 2009 by Charles Mayfield, CFP®
So often, we lend ourselves to reflection as the new year approaches. I'm always quite contemplative from Thanksgiving through the end of the year. Usually, Cass and I reserve this blog ...
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Tags: 2009 in Review, accountability, financial guidance, Forecast for 2010, Grattitude, Market Volatility, reflections, Thank you
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Tuesday, December 22nd, 2009 by Charles Mayfield, CFP®
There are certain inevitable truths to our business. Much like in life, we should frequently be reminded of how certain aspects of the world work in order to save ourselves the ...
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Tags: apples & oranges, Asset Allocation, Callan Chart, investing fundamentals, investing philosophy, investment categories, investment classes, Performance Chasing, stock market investing
Posted in Investments | No Comments »
Thursday, December 17th, 2009 by Charles Mayfield, CFP®
No, I'm not talking about shopping for presents. Hopefully, you have already knocked out all of your trips to the stores. However, there are other matters which should be handled before ...
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Tags: "use it or lose it", 401(k) catch-up contributions, Charitable Giving, Flexible Spending Accounts, FSA, gifting, Year-End checklist
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Monday, December 7th, 2009 by Charles Mayfield, CFP®
Not since the sultry sounds of Robert Palmer in 1986 has the term 'Addicted' been associated with much of anything positive. It seems the term always carries a negative connotation and for ...
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Tags: 401k, Addiction, budgeting, caffeine, chocolate, coffee, gambling, Healthy Lifestyle, impulse purchases, money, obsession, online access, spending, Spontaneity, stress, tobacco, Travel, vacation
Posted in Financial Planning | No Comments »
