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ACA - Fee-Only Financial Planners: June 2010

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June 25, 2010. Don’t Be Alarmed by the Financial Scaremongers. By Jane Young, CFP, EA. Colorado Springs, CO. The first is that most of the TV hosts, radio shows, magazines, and financial authors are in the business of making money by selling magazines, books, and ad space. They are not in the business of providing the consumer with the best possible advice. They want to entertain, tantalize, and terrorize you. This is what gets and keeps our attention. Let’s face it! 8220;We’ve long felt that the o...

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ACA - Fee-Only Financial Planners: July 2010

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July 28, 2010. Why a Roth Conversion May Not Be Right For You. By Troy Von Haefen, CFP. Http:/ www.vhfinancialmanagement.com/. The Roth conversion topic has certainly dominated headlines, articles, and blog posts in 2010, but part of the story may be missing. A Roth conversion may not be the wisest financial move for some. Most of the reports regarding this conversion have touted the benefits, and little has been written about the negative affects to a Roth conversion. Roth Conversion and College Planning.

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ACA - Fee-Only Financial Planners: August 2010

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August 29, 2010. New Financial Reform Bill: Progress or Not? By Judy Stewart, CFP, MBA, EA. Http:/ www.stewart-financial.com/. If you have turned on the news, you probably have heard and re-heard reports on two events: the horrendous BP oil spill and the, newly passed, Financial Reform Bill. While I wish I had insight on how to fix the oil spill, I do have a few thoughts about the Reform Bill that was passed Thursday, July 15th. So, what is in this Reform Bill? Schlesinger says in another article about t...

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ACA - Fee-Only Financial Planners: December 2010

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December 27, 2010. Rome Wasn't Built in a Day. By Troy Von Haefen, CFP. Http:/ www.vhfinancialmanagement.com/. One of the stereotypical American traits is impatience. I want it, and I want it now! This can be damaging from a financial standpoint….not only from a spending perspective, but also from a planning perspective. The ebb and flow of life can certainly be beautiful, but financial give and take is not conducive to a static financial plan. Developing a financial plan, implementing the plan, and then...

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ACA - Fee-Only Financial Planners: October 2010

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October 28, 2010. Revisiting Your Divorce During the Recession. By Linda Leitz, CFP, EA. Colorado Springs, CO. These “final” decisions are based on many factors – how long a couple was married, what the financial resources are to both parties going forward, and what’s deemed fair in that particular state and courthouse. These factors usually incorporate what has happened historically in the economy, which is assumed to be a foundation for what will happen in the future. If the reasons you want to revisit...

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ACA - Fee-Only Financial Planners: Claiming Homebuyer’s Credit on your 2010 Tax Return

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March 23, 2011. Claiming Homebuyer’s Credit on your 2010 Tax Return. I was wondering what documentation you are suggesting your clients submit to claim the $6,500 home-buyer’s tax credit. Here is what I would do for a client:. Properly complete Form 5405. Copy of HUD Settlement Statement showing signature of buyer and seller. Copy of mortgage statements from the last 5 years you lived in your previous home. March 28, 2011 at 9:53 PM. Subscribe to: Post Comments (Atom). You Get What You Pay For. Penny Mar...

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ACA - Fee-Only Financial Planners: March 2011

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March 27, 2011. Three Ways to Reduce Your 2010 Tax Bill. It’s that time of year again! Tax documents are arriving by mail and the race towards April 18th is on. While 2010 is over and gone, there are still things we can do to reduce our tax liability for last year. Here’s a list of a few things you can do now that might reduce your tax bill for 2010. 1 Take full advantage of available tax credits. Below is a list of popular credits that often get overlooked:. Dependent and Child Care Credit. This cre...

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ACA - Fee-Only Financial Planners: January 2011

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January 30, 2011. Auto Gap Insurance: Why you may need it! By Troy Von Haefen, CFP. Http:/ www.vhfinancialmanagement.com/. What is a Gap Policy? Why does this matter? If a new car owner is involved in an at-fault accident where the automobile is totaled, the insurance company will make payment to the owner. The problem occurs when the automobile is valued at a lower amount than the payoff of the loan. The owner will then be on the hook for the difference without the gap coverage. January 26, 2011. Recent...

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ACA - Fee-Only Financial Planners: Rising Oil Prices and Falling Dictators

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March 19, 2011. Rising Oil Prices and Falling Dictators. The headlines and talk shows scream at us about the rising oil prices and Mideastern dictators falling like dominos. The stock market is scared and so the S&P500 has fallen 5% in the past week. Here we go again, you might say. Are we sliding back into another recession? These are very legitimate concerns but let’s look at the facts:. And food prices keep rising? CFP, MBA, EA. Subscribe to: Post Comments (Atom). You Get What You Pay For. Kevin Jacob...

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ACA - Fee-Only Financial Planners: May 2010

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May 31, 2010. Diversifying a Portfolio with Real Estate. By Steve Martin, CFP, RLP. Fort Collins, CO. Http:/ www.mwm3.com/. Real estate as a wealth generator is hardly a new idea. People owned property long before the advent of stock exchanges and other capital markets. In more recent times, large corporations and institutions have held commercial real estate in their portfolios. What is a REIT? Publicly traded REITs offer investors several potential benefits:. 8226;Real estate exposure. While public...