Author Archive
Monday, March 23rd, 2009 by Charles Mayfield, CFP®
It is no surprise that public figures make an easy target for ridicule when things go south. I read an article on MSN.com recently throwing Suze Orman under the bus. It points out ...
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Tags: Advice, Financial Experts, financial gurus, Financial Planning, Goals, Guidance, media, Personal Financial Planning, Professional advice, Suze Orman, TV personalities
Posted in Financial Planning, Investments | No Comments »
Tuesday, February 3rd, 2009 by Charles Mayfield, CFP®
January marks the 5 year anniversary of the Health Savings Account (HSA) legislation being passed. I still remember, with such excitement and anticipation, making the first call to one of our ...
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Tags: cost savings, deductibles, health coverage, Health savings accounts, HMO, HSA, legislation, Savings, tax deductible, tax planning
Posted in Health Insurance | No Comments »
Monday, January 5th, 2009 by Charles Mayfield, CFP®
We have laid a solid foundation for accomplishing your New Years Resolution. Let's close out this article with some real life examples for you and a few more tips for the ...
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Tags: accomplishments, Affirmations, goal-setting, Goals, New Year's Resolutions, Personal Goals, Planning
Posted in Financial Planning | No Comments »
Monday, December 29th, 2008 by Charles Mayfield, CFP®
Let’s talk about the particular aspects of a New Years Resolution and how someone should approach setting one. The first thing I would like to get out of the way is ...
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Tags: financial discipline, goal-setting, Goals, lifestyle changes, Personal Goals, Resolutions, Saving
Posted in Financial Planning | No Comments »
Monday, December 22nd, 2008 by Charles Mayfield, CFP®
We have all made at least one in our lives...more than likely several each year. The New Years Resolution has long been the quintessential method by which we attempt to remove ...
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Tags: accomplishments, goal-setting, Goals, lifestyle changes, New Year's Resolutions
Posted in Financial Planning | No Comments »
Monday, December 8th, 2008 by Charles Mayfield, CFP®
Have you started a savings account for your children? Perhaps you have put money into a 529 plan for college. Do you traditionally put money toward their future at the end ...
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Tags: 529 Savings Plan, budgeting, children, College Savings, dollar-cost-averaging, education, generational planning, gifting, money lessons, money matters
Posted in Financial Planning | No Comments »
Wednesday, December 3rd, 2008 by Charles Mayfield, CFP®
What better time than now to remind our friends and clients about the age-old practice of a sticking to a budget? We should always strive to call on life's challenges to ...
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Tags: budget, budgeting, financial discipline, financial responsibility, holidays, make a list, shopping
Posted in Financial Planning | No Comments »
Monday, November 24th, 2008 by Charles Mayfield, CFP®
Whether it is near the water cooler at work or following a pickup game at the gym you may have been told the magic formula to calculate how much life insurance ...
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Tags: final needs, income needs, insurance analysis, Life Insurance, rule of thumb
Posted in Life Insurance | No Comments »
Monday, November 10th, 2008 by Charles Mayfield, CFP®
These rocky times in the market have certainly got plenty of us on edge about what our money is doing for us. I felt like this was a great opportunity to ...
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Tags: aging, asset protection, home health care, Long Term Care, nursing home
Posted in Long Term Care Insurance | No Comments »
Monday, October 27th, 2008 by Charles Mayfield, CFP®
Gas prices have been extremely high and unpredictable thus far in 2008. Several weeks ago I was travelling home from work. As I approached the gas station I pass nearly every ...
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Tags: bear market, discount, gas prices, investing for the long haul, Retirement Planning, stay the course, stock market, stocks on sale
Posted in Investments | No Comments »
