Posts Tagged ‘Retirement Planning’
Thursday, June 9th, 2011 by Cass Chappell, CFP®
Fox 5 Atlanta asked us for some tips that parents could give their recent college graduate children about finance, spending, and saving (see the clip here). Here are my top five, ...
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Tags: 401k, Contributing to a 401(k), Financial Planning, Investing, investing fundamentals, investing philosophy, Investments, Retirement Planning, Savings, spending
Posted in Financial Planning, Uncategorized | No Comments »
Tuesday, March 1st, 2011 by Cass Chappell, CFP®
Summary
• The ultimate goal of purchasing a long term care insurance policy is to guard against spending more than your nest egg will allow, thus protecting your, and your family’s, assets.
• Buy an ...
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Tags: Daily Benefit, Long Term Care Insurance, nest egg, Retirement Planning
Posted in Insurance, Long Term Care Insurance, Uncategorized | No Comments »
Monday, December 27th, 2010 by Charles Mayfield, CFP®
All of us at Chappell, Mayfield & Associates are especially thankful for the opportunity to serve our clients. 2010 has been an amazing year full of challenges, victories and many blessings.
In ...
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Tags: 2011, Blessings, Blogs, Grattitude, holidays, New Year, Opportunity, Reflections on 2010, Retirement Planning
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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 ...
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Tags: Asset Allocation, Bonds, Fixed Income investing, Retirement, Retirement Planning, Retirement Withdrawals, Safe Retirement withdrawals, Stock, sustainable withdrawal ratio, sustainable withdrawals
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Monday, March 30th, 2009 by Charles Mayfield, CFP®
I got the "double dumb" phrase from one of my earliest career mentors, Bill Lohnes. Bill was the managing director with the company Cass and I worked with before starting our ...
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Tags: 401(k) match, 401k, all in cash, bailing out, corporate cutbacks, declining market, Diversification, dollar-cost-averaging, fear and greed, invest for the long term, Investing, Retirement Plan, Retirement Planning, securities, sideways market, Time in the market
Posted in Investments | No Comments »
Thursday, March 5th, 2009 by Cass Chappell, CFP®
I have been searching for ANY silver lining to the current stormy clouds that almost all investors have been weathering.
2010 should be an exciting year for investors who are still saving ...
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Tags: 401k, Conversion, income tax, IRA conversion, Retirement Planning, Roth conversion, Roth IRA, stock market investing, tax deductible, tax planning
Posted in Financial Planning, Investments, Roth IRAs | 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
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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 ...
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Tags: Investing, Olympics, Retirement Planning, stock market
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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 ...
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Tags: Financial myths, Financial Security, Healthy Lifestyle, Long Term Care, Retirement Planning
Posted in Financial Planning, Insurance, Investments | No Comments »