Weekly Clarity Coaching

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Women More Likely to Consult a Professional Advisor

Women More Likely To Consult A Professional Advisor

Women investors are more likely to consult a professional financial advisor than men, according to a new study of wealthy women investors released by the Spectrem Group on Tuesday.
According to the Lake Forest, Ill.-based consulting firm, around 46 percent of those with a net worth of between $100,000 and $1 million rely primarily on a financial advisor for their information. Women's use of financial advice increases with wealth levels, according to the survey. Roughly 64 percent of female millionaire investors and 82 percent of female ultra-high-net-worth investors -- with assets of $5 million and up -- seek financial information from a professional advisor.

Smorgasbord Investing - Town N Gown article June 2011

This weeks Weekly Clarity Coaching is also this months "Town & Gown coaching article that we create here at Financial Abundance. For those not local, T&G is a prestigious local magazine, a State College and Penn State tradition since 1966. This month article featured Deb Seward here in the office and she explains why most american's end up with a lot of stuff in their portfolio. A short and informative read...

What a difference a day makes! WCC 5-26-11

This weekend is very special! As a peace time veteran I did have often considered myself lucky not to have served in combat. My job description and duties as a crew chief in Ch-53’s would have put me in the line of fire. I often think of my military service with a humble heart and say to myself “there but for the grace of god go I” when pondering on those currently in harms way.

Women & Investing Weekly Clarity Coaching

This weeks Weekly Clarity Coaching is coming from Deb Seaward here in our office. She has been working hard to add some coaching for women to our office, here is a taste of more to come.

Men no need to watch this one…..not!!!! Guys the ladies in our lives are far too important, lets all get coached up!

Investing with Looming deficit 5/12/11

This week’s weekly clarity coaching is a video from Fox Business News discussing “How the Government Deficits Impacts How You Invest”. Mark Matson does a great job keeping the hype in check and once again providing a rational and prudent approach to the TRADITIONAL mantra “chase the market”.

Have you ever wondered why most of the financial information on the air waves is centered on short term news bites attempting justification for proactively managing our wealth?? Changing ones investment to correspond with the current economic environment?

The Taxman Cometh 5-6-11

This week's weekly clarity coaching is a video I recently ran across of one of my favorite economists, Milton Friedman. It's a 30-year-old interview. The interview is from March 21, 1982. I found this nostalgic and interesting because it's the old panel format.

Target Funds & 401(k) plans 4-28-11

A number of years ago, employers began to include Target Date Funds as choices in their 401(k) plans.

The idea behind these investments, sometimes called "Lifecycle Funds," is to help you to easily allocate your retirement plan contributions. Essentially, you would select a Target Date Fund that was "dated" close to the year you planned to retire, and, often, not include any of the other investment choices available in your company's plan. For example, if you want to retire in 2015, you might select "Target Date Fund - 2015." If you thought you would begin to enjoy your Golden Years in 2020, then you might choose "Target Date Fund - 2020.

Goverment Shutdown Market Impact

A recent Friday, late in the evening, Congress and the White House came to an agreement that averted a partial government shutdown - for now. Over the course of last week, several advisors asked for my take on what would happen to the stock markets if the government had closed down, even temporarily. Some of these advisors following the active approach to investment management, wondered if they should "sell," or if should they "buy." Would the markets go up? Or would they go down? How should they react?

My advice was that if client portfolios were properly designed from the beginning, there would be no need to make any changes to existing portfolios.


What else comes to mind when you think of April? Taxes…Taxes…Taxes! I’ve attached a video that may hit close to home for some of you having just recently gathered up and prepared your own taxes. If you found your self saying, “I need to do something about these taxes”, this is a good place to start. Doug is a friend of mine and has been a financial planner for over 30 years and we’ve incorporated some of his Missed Fortune strategies in our own planning as well as in plans for qualified clients. Please stop by the office to discuss some Missed Fortune concepts if you feel proactive tax planning may benefit your situation.


Important Tax Deadlines For Retirement Accounts

What comes to mind when you think of April? Most of us think of taxes, but we should also associate it with Roth IRAs. April is the month with deadlines for contributions and mandatory withdrawals.

The deadline for your 2010 Roth IRA contribution is April 18, 2011. This year, April 15 falls on a holiday in the District of Columbia (Emancipation Day). You get a little extra time to make your 2010 contribution if you haven't done so.

For tax years 2010 and 2011, you can contribute up to $5,000 to your Roth IRA. If you have multiple Roth IRAs, you can contribute up to a total of $5,000 across the various accounts.

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