Tag Archives: Financial Health
Tax Tips for 2012

Tax Tips for 2012

When reviewing the impact of taxes on your investments, it is important to understand that many items currently in the federal tax code are scheduled to expire after December 31, 2012. Although future actions to amend tax rules are anyone’s guess, keeping abreast of developments in this area may be to your advantage. Consider the following [...]

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reevaluate your investing

Is It Time To Reevaluate Your Approach To Investing?

If you are like many investors out there, you may be watching key financial markets from a distance, still unsettled by the downturn of several years ago and left wondering about your investment strategy. This is not the moment to be passive—now is a great time to assess your situation, explore the current landscape, and [...]

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Health Care: Changes Ahead for Employers, Workers

Health Care: Changes Ahead for Employers, Workers

The implementation of the Patient Protection and Affordable Care Act (PPACA) is likely to trigger change in a medical insurance landscape that, until now, has been dominated by employer-sponsored plans. But plan sponsors are not sitting pat. Many either have implemented, or plan to activate, alterations to their existing medical plans, largely to avoid an excise [...]

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The #1 Financial Mistake of 2012

Mistake #1: Focusing on everything else instead of your relationship with money. What I mean by your “relationship with money” is how you personally approach your economic activities like: how you earn money, how you spend it, save it or give it away – and the thoughts and feelings associated with those activities. What I [...]

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ETFs Take a Turn Toward the Exotic

Of the top-selling ETF strategies to emerge on the investment scene in 2011, many are first-of-their-kind innovations. For instance, the Asia Local Debt ETF (ALD) from WisdomTree Investments topped the list of launches with $470.98 million in net flows as of June 30, while the Managed Futures Strategy Fund (WDTI) from the same firm came [...]

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Your Retirement: Timing Is Everything

For today’s investors, market volatility is a fact of life. Those saving for long-term goals can usually overlook temporary volatility — even the wide fluctuations of recent weeks — in the interest of long-term gain. But for retirees, who increasingly rely on their investments to fund their living costs, market volatility can mean the difference [...]

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Top 10 Money Scripts That Maybe Ruining Your Financial Health

In one of my favorite books for advisors, “Facilitating Financial Health” by Brad Klontz, Rick Kahler and Ted Klontz, they talk about money scripts that many people can have and if left unchallenged can lead to self-destructive and self-limiting financial behaviors.  In this article I want to introduce the idea of a money script and [...]

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12 Tips For Pursuing Financial Freedom

There are several areas to pay close attention to when you are striving for financial freedom. Below you will find 12 tips you need to add to your financial routine for pursuing financial freedom. Cash Flow Loosely defined, your household’s cash flow is the money being earned from wages, salaries, bonuses, tips, and other income [...]

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