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Personal Finance for Geniuses*: May 2012
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Personal Finance for Geniuses*. And anyone else who isn't a dummy or complete idiot. Friday, May 18, 2012. Worried About the Deficit? Stress Testing the Government is the Solution. The following twenty sentences were part of the most recent Monday Morning Outlook by Brian Wesbury, Chief Economist of First Trust. If I added my comments they would merely repeat the eloquently stated facts below, so I will merely add my emphasis in bold to his words. But they aren’t - they are falling apart. California rece...
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Personal Finance for Geniuses*: Does Your World Look the Same from Your Windshield as Your Rearview Mirror?
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Personal Finance for Geniuses*. And anyone else who isn't a dummy or complete idiot. Thursday, May 28, 2015. Does Your World Look the Same from Your Windshield as Your Rearview Mirror? Vitaly Katsenelson has some of the most cogent thoughts on investing and financial behavior currently available. I was reviewing a piece I had saved that he wrote in Institutional Investor. His comments are specific to cyclical stocks, but the concept applies to most investments:. What do you think? June 15, 2016 at 3:27 AM.
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Personal Finance for Geniuses*: September 2011
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Personal Finance for Geniuses*. And anyone else who isn't a dummy or complete idiot. Friday, September 9, 2011. An Analogy to Help Deal with Market Volatility. A financial planner whom I respect, Michael Zhuang of Washington DC, had a great analogy regarding market volatility in a. Recent post to his blog:. Imagine your house has a ticker symbol. Granted, your house is not just an investment, it is your home which has more than financial value. But the same principle applies if the real estate in que...
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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: 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: 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...