Archive for the ‘Financial Planning’ Category

Lessons from the Sandwich Generation

Monday, October 4th, 2010 by Charles Mayfield, CFP®

Last week we went over a few things to consider when unexpected money shows up on your doorstep. While that is a great financial “dilemma” to encounter, let’s focus for a ... more »

Coming into New Wealth

Friday, September 24th, 2010 by Charles Mayfield, CFP®

Our population is aging, the baby boomers are retiring and the only certainties still seem to be death and taxes.  We have seen quite a few boomer clients who have lost ... more »

Making Sense of FinReg

Thursday, August 19th, 2010 by Cass Chappell, CFP®

Late this July, President Obama signed the Financial Regulation (FinReg) bill into law, the largest reform of Wall Street since the New Deal. The nearly 900 page piece of legislation is ... more »

Top 5 Ways to Trim the Family Budget

Monday, August 2nd, 2010 by Charles Mayfield, CFP®

I’ve always been one to focus my attention on the silver lining of any cloud.  In times of economic struggle, many of us look to tighten our belts to weather the ... more »

Top 5: Retirement Spending Misconceptions

Monday, July 19th, 2010 by Cass Chappell, CFP®

When I meet with a prospective client for the first time one of my first questions of them is about retirement.  I am curious to know how they anticipate living off ... more »

The Tax Man Cometh

Monday, May 24th, 2010 by Charles Mayfield, CFP®

 In recent weeks, Cass and I have devoted a great deal of time talking about the unique opportunities for our clients in 2010 regarding taxes.  From Roth IRAs to Long Term ... more »

To Roth, or Not to Roth

Tuesday, April 6th, 2010 by Cass Chappell, CFP®

My official "stance" on the Roth Conversion opportunity Executive Summary: It’s at the bottom of this post. But, read the whole article…it’ll be more fun. In a prior post, I showed how using funds ... more »

“It Just Doesn’t Feel Right”- Roth Conversion Calculators

Monday, January 25th, 2010 by Cass Chappell, CFP®

Note from the author:  This is the first of many blogs dealing with the 2010 tax rule allowing anyone to convert traditional retirement funds into a Roth IRA.  The decision whether ... more »

Jumpstart 2010

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 ... more »

Those Last Minute Items

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 ... more »