Bad and Good Advice About the “Fiscal Cliff”

(from Dan Solin’s Huffington Post blog on November 20, 2012.  Click here for the original article.  Dan is a senior vice president of Index Funds Advisors. He is the New York Times bestselling author of The Smartest Investment Book You’ll Ever Read, The Smartest 401(k) Book You’ll Ever Read, The Smartest Retirement Book You’ll Ever Read, and The Smartest Portfolio You’ll Ever Own. His new book is The Smartest Money Book You’ll Ever Read.) If I hear “fiscal cliff” one more time, I will consider jumping off a real… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Make a Habit of Gratitude

The day before Thanksgiving is usually filled with shopping, cleaning and preparation for the big dinner since my husband, Tom, and I host my family each year. After the chaos of making sure everything is ready on time and will taste delicious, we start our meal by taking turns saying why each of us is thankful. It’s very easy for this to become a rote exercise so we can all dig into the food that awaits us. This year I am going to encourage my family to not only think about what they are grateful… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Your Sphere of Care

It’s hard to believe, but Thanksgiving is only a week away and the holiday season will be fast to follow. Before the madness starts, I want to take a moment to discuss charitable giving.  It’s a subject that comes up often with clients, one we’ve written on in the past and there’s no shortage of opinion out there about how much to give, how to optimize tax benefits and other best practices.  That’s not my focus today.  Instead, I want to look at another question most all of us struggle with in some way.  How… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

This Just In

As I type this blog I’m glued to CNN live election coverage. At 11:20pm, it appears that President Obama will remain in the White House. The Senate will be controlled by the Democrats, and the Republicans will hold the majority in the House. The close results show how conflicted the country is about who is right and what needs to be done. The upcoming fiscal cliff, implementation of health care reform, disagreements about ‘fair’ taxation and debates about the government’s role in the private sector – these issues are causing high levels of anxiety in… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg

Wessel/WSJ Explain the Fiscal Cliff

This video was recently posted to WSJ.com by their reporter David Wessel.  It does an excellent job of breaking down the fiscal cliff, what should cause concern and what should not.  While 7 minutes long, we feel it’s well worth the time for anyone who wants to have a better understanding of the issues facing Congress as they approach the “lame-duck” session over the next 2 months. As always, we welcome and questions you may have as it relates to your financial plan.… [read more]
Share this post:
  • email
  • Facebook
  • Twitter
  • StumbleUpon
  • Technorati
  • del.icio.us
  • Digg