Archive for June, 2015

Money Personalities

By Linda Leitz - Last updated: Friday, June 26, 2015

  Each of us has a unique way of thinking about money. Knowing how you approach finances can help you know what type of decisions you might be likely to make that are less than optimal. This article will look at money personalities from a perspective of Bert Whitehead, a pioneer in the financial planning […]

Mid Year Tax Planning

By Linda Leitz - Last updated: Tuesday, June 23, 2015

It’s not April (or even late March). Why should you be thinking about tax planning? Because now may be a time of year that you can do some planning that isn’t reactionary and that will be less painful than the last minute tax work many folks do. If you’re going to do a complete job […]

Long Term Care

By Linda Leitz - Last updated: Tuesday, June 16, 2015

Life expectancy continues to go up in this country. There are two sides to the longevity the coin. While people are living longer, they aren’t always healthy in their final years. So living at home without help isn’t always a viable option. Ignoring your potential needs isn’t a good strategy, so think through what your […]

Financial Literacy

By Linda Leitz - Last updated: Tuesday, June 9, 2015

On I-25 there is a billboard that reports that 20% of high school students drop out. We also hear of our youth reaching high school without the ability to read or do basic math. So it’s not surprising that financial literacy is low, not just among youth but in our general population. Many want to […]

Realistic Investment Philosophy

By Linda Leitz - Last updated: Monday, June 1, 2015

Pick one of these statements that describes your investment outlook. (1) I want an investment that is really safe. I don’t want to lose any money! (2) I want my money to work hard. I want to see some great returns! If you really only picked one, you’re already more realistic than many people. Many […]