Tag Archives | financial planner

Dow Hits All-Time Record – Looking Backward and Forward

  The Dow Jones Industrial Average (Dow) closed just above its peak 5 ½ years ago, but as you will see below much has changed over that time. The Last Time The Dow Was Here (Oct. 2007) vs. Today: Dow Jones Industrial Average: Then 14164.5; Now 14253 Regular Gas Price: Then $2.75; Now $3.73 GDP […]

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MERRY CLIFF MESS – Republican Plan B Cancelled

Fiscal Cliff – Republican’s Punt to the Democrats House Speaker Boehner called off a vote on a Bill that would have maintained most of the current tax rates (except for $1 million wage earners).  Apparently, it may not have had enough votes to pass. Fiscally conservative House members are not planning to vote for a […]

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Fiscal Cliff Financial Planning – Helping You Keep Your Cash from Being Taxed

Over the next few weeks, I’ll be sharing tax saving strategies for you and your family and friends to fight back and keep more of your hard-earned money. As I write this, there is uncertainty about what will happen with the schedule tax increases and federal spending cuts. While federal tax planning in up in […]

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Paying off Your Monthly Credit Card Balance Could be a Sign of Overspending

Sure, the upcoming will election results will have some impact on your financial future, but nowhere near as much as the everyday spending/saving decisions you make. By now, you have probably concluded that you cannot count on investment returns to propel you to sudden wealth or even a financially secure future.  It’s a shame that […]

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