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What are financial advisors thinking?

September 2, 2010, 10:51 pm (CDT)

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plannerfeeonly's Profile

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Name:
Linda Stratton CFP®
Location:
Tucson (Oro Valley), AZ
Web:
http://www.LindaStrattonAdvisors.com
Bio:
Fee-Only Financial Planner. NAPFA and ACA member.
Added:
April 8, 2010, 6:10 pm (CDT)

plannerfeeonly A good way to make a mutual fund work harder for you is to pick one with low operating expenses. Paying .07% is better than 1.7%.

August 9, 2010, 7:11 pm (CDT) by plannerfeeonly

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plannerfeeonly I'm starting tax planning appointments today to help clients estimate their 2010 tax and figure out some smart strategies to save money.

July 21, 2010, 3:38 pm (CDT) by plannerfeeonly

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plannerfeeonly Super super low mortgage rates create financial planning opportunities.

July 2, 2010, 12:39 pm (CDT) by plannerfeeonly

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plannerfeeonly I just found the personal finance budget templates on google apps. Great tools!

June 24, 2010, 2:18 pm (CDT) by plannerfeeonly

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plannerfeeonly Today I spent time on www.investopedia.com. Lots of good stuff there.

May 12, 2010, 6:57 pm (CDT) by plannerfeeonly

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plannerfeeonly US Series I savings bonds now earning 1.74%. One of my favorite savings tools. Higher yield than most CDs, tax deferred, safe.

May 11, 2010, 4:51 pm (CDT) by plannerfeeonly

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plannerfeeonly If you have a financial planner, ask her to review your pay stub with you. Are you doing the best you can with your paycheck?

May 3, 2010, 3:34 pm (CDT) by plannerfeeonly

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plannerfeeonly Every company has a different pay stub format, too. Often it's impossible to tell pre-tax from post-tax.

May 3, 2010, 3:33 pm (CDT) by plannerfeeonly

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plannerfeeonly Why aren't pay stubs written in English? What is RET1 vs RET2? What is PP1A? People get these every 2 weeks and don't know.

May 3, 2010, 3:30 pm (CDT) by plannerfeeonly

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plannerfeeonly Now that April 16th is here it's a good day to think tax planning for 2010.

April 16, 2010, 3:52 pm (CDT) by plannerfeeonly

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plannerfeeonly Yikes. RT @lesliebanks RT @USATODAYmoney: Library of Congress to archive Twitter posts http://bit.ly/duGJiF

April 14, 2010, 5:29 pm (CDT) by plannerfeeonly

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plannerfeeonly Took amazing safari - Botswana my new favorite country! Scariest moment: 1st lion. Best sound: bell frogs. Biggest surprise: hippo @ nite.

April 13, 2010, 6:46 pm (CDT) by plannerfeeonly

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