Author - Troy Von Haefen, CFP®

1
Your Last Wishes
2
BREXIT and You
3
It’s Different this Time…or is it?
4
Wrapping Up 2015
5
Tax Season: Tips to Save

Your Last Wishes

In a recent meeting with a client, we were deep in conversation about estate planning.  The client mentioned she had a few final wishes she wanted to be carried out.  She asked if these wishes needed to be written into one of her legal documents.  While I am not an attorney, I was able to lend her some simple advice.

Most of what our estate planning documents convey is the legal transfer of assets and how those assets will be managed into the future, along with the designation of control persons to assist in navigating the transfer of those assets.  …

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BREXIT and You

I’m sure most of you have heard that last Thursday, July 23rd, the United Kingdom voted to separate from the European Union. I’m also sure you noticed the market slide of over 3% the following day, Friday July 24th.  The effects of this break-up will be months in the making, and the powers-that- be state the emancipation will take place over the next two years.

So, what does all of this mean to us state-side? And what should we do about it?

First things first, the break up is not yet fully defined. Will it be a complete split or …

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It’s Different this Time…or is it?

Okay, the stock market is taking a beating. First things first, take a deep breath!  The sky is not falling…just meager snowflakes on this cold winter day here in Nashville.  I turned on the financial networks this morning to find the usual suspects spewing fear.  Run for the hills! Remember the talking heads are there to drive ratings. They are not there to give you personal financial advice!

As with all of the recent market downturns (and I say recent because I can effectively speak for 1990-91, 2000-2002, and 2008-2009 as far as personally experiencing them with a mature level …

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Wrapping Up 2015

As we come to the close of 2015, we can look back and review a year that was just plain odd.  We spent most of 2015 waiting for the Federal Reserve to raise interest rates.  Finally, in December, they pulled the trigger for a quarter percent increase.  The market initially cheered this move but has since declined, which is more in-line with expectations.

Unfortunately, we also spent the year watching horrifying scenes of terror attacks.  This too, impacted the market, especially international markets, which were already in pain.  Most international funds have been on a downward trajectory since June of …

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Tax Season: Tips to Save

As spring approaches we find ourselves smack dab in the middle of tax season gathering tax documents. Many people face this time with stress and trepidation due to the fear of the unknown. They have no idea whether they will have to pay in or get a refund.

Tax year 2014 is officially over, but there are still a few things you can do to positively affect your tax return.  And one of the most important things you can do to improve your tax return is to capture all available deductions and credits.   I have seen enough tax returns prepared …

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