Archive for the ‘Financial Planning’ Category
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 ...
more »
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 ...
more »
Tags: budget, budgeting, financial discipline, financial responsibility, holidays, make a list, shopping
Posted in Financial Planning | No Comments »
Monday, November 17th, 2008 by Cass Chappell, CFP®
"What can I do to capitalize on the current market downturn?"
A frequent recommendation, which affects most of our clients, is to consider increasing retirement contributions. If you can afford to increase ...
more »
Tags: 401k, Contributing to a 401(k), Investing, Matching contributions, max out, stock market
Posted in Financial Planning, Investments | No Comments »
Monday, September 15th, 2008 by Charles Mayfield, CFP®
In the wake of the recent Olympic Games, I'm inclined to draw on the parallels between those fantastic events and the ‘not so fantastic' events that have unfolded in our economy ...
more »
Tags: Investing, Olympics, Retirement Planning, stock market
Posted in Financial Planning, Investments | No Comments »
Wednesday, September 3rd, 2008 by Charles Mayfield, CFP®
My mother always used to tell me "You have to be able to look yourself in the mirror". That is such good advice and truly applies to so many aspects of ...
more »
Tags: Financial Planning, Goals
Posted in Financial Planning | No Comments »
Monday, August 25th, 2008 by Cass Chappell, CFP®
Clients frequently ask my opinion on the purchase of various luxury items; beach houses, boats, mountain houses, sports cars, muscle cars, even planes. I try to be consistent with my answer, ...
more »
Tags: beach house, Financial Planning, Lake house, luxury items, Mountain house, Rental Property, second home, spending
Posted in Financial Planning | No Comments »
Tuesday, August 12th, 2008 by Cass Chappell, CFP®
I saw this attachment the other day and felt compelled to share... If you had invested $10,000 in the US Stock Market (S&P 500 Index, which is unmanaged and cannot be ...
more »
Tags: Investing, Investor Fear, Procrastination, stock market
Posted in Financial Planning, Investments | No Comments »
Wednesday, July 30th, 2008 by Charles Mayfield, CFP®
This past month was certainly a sad one in the world of comedy. Whether you liked or not, George Carlin turned stand-up comedy, along with much of society, on its ears for ...
more »
Tags: Financial myths, Financial Security, Healthy Lifestyle, Long Term Care, Retirement Planning
Posted in Financial Planning, Insurance, Investments | No Comments »
