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From Moment on Money - view blog entries - visit this blogMarch 11, 2021 at 5:41 pm ET
It has been five weeks since I participated in a carnival. That is too long. But I jumped back on board with last week's carnival hosted by the Bag Lady. Carnivals are a great way to see what has been... ... ( more)
From Moment on Money - view blog entries - visit this blogMarch 6, 2021 at 4:56 pm ET
Sometimes I am amazed at the resources available on the internet. I recently learned that Hewlett Packard's offers a free small business center through their Logoworks division called Inside Small Business. The site is dynamic and incorporates a blog and... ... ( more)
From Moment on Money - view blog entries - visit this blogMarch 4, 2021 at 2:52 pm ET
I often hear the ads on the radio which tout low term life insurance rates. A forty year old man can get ump-teen bazillion dollars of insurance for just 62 cents a year or something fantastic like that. Are these... ... ( more)
From Moment on Money - view blog entries - visit this blogMarch 3, 2021 at 12:37 pm ET
A few weeks ago I wrote Proof of Geek in an attempt to share my enthusiasm for my newly acquired ability to perform the most up to date retirement analysis through a process called Dynamic Behavioral Analysis. Unfortunately, many people... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 28, 2021 at 10:41 am ET
Like everything else the life insurance industry has changed and evolved. There was a time when I would have praised whole life policies as the best available permanent insurance protection. With the innovation in the industry, today I sing a... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 26, 2021 at 11:39 am ET
For businesses that have a single employee (who is also the owner), the SEP or Simplified Employee Pension is often a great choice. It often has no administration costs, can be flexible from year to year, and is easy to... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 25, 2021 at 11:41 am ET
On one hand, you really have to give kudo's to the government. The economic stimulus package has been put together very quickly (for government work). Of course the old saying is good, fast, and cheap… pick any two. In their... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 23, 2021 at 10:14 am ET
I run, but I can not say I'm a good runner. So I was quite surprised when I was asked to be a guest author at Runner's Lounge. But I was willing to give it a try. If you want... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 22, 2021 at 11:04 am ET
When I meet with someone new, they expect that as a financial planner I will ask how much money they make. Often, they are taken by surprise to the follow up question about the cost of their standard of living.... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 21, 2021 at 9:59 am ET
Hello, my name is Art and I am a bull. The last several months have been quite volatile for the market. We have seen big gains and losses if you look at the market with a daily perspective. The financial... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 20, 2021 at 10:59 am ET
A recent comment asks: "Art, how do 401(k) and IRA products stack up in the 'distribution for college tuition' category?" I think there are a couple different facets to this question which have to be examined. Tax Perspective – Money... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 15, 2021 at 11:49 am ET
You may have noticed the silence from the blog. Even though I have not been as prolific as I want to be, it does not mean that I have not been working on some blog posts. While there will be... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 11, 2021 at 11:02 pm ET
I prepare my written financial plans with the aid of a software package I've purchased. Part of my annual license includes updates. I recently opened it up and was greeted with a message to let me know an update was... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 8, 2021 at 4:12 pm ET
I am not a tax professional. As a CFP® practitioner I am well versed in taxes, but that does not make me a tax expert. That is why when it comes to doing my own taxes, I see the same... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 6, 2021 at 10:40 am ET
"this report of my death was an exaggeration" – Mark Twain Last week the economic data for the 4th quarter of 2007 was released. Much to the dismay of the media who have been reporting that we are in a... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 4, 2021 at 12:11 pm ET
A client contacted me today. She does her own taxes and received something she had never seen before; A 1099-R with code 2 in box 7. Her tax preparation software was asking her to provide a reason for the code... ... ( more)
From Moment on Money - view blog entries - visit this blogFebruary 1, 2021 at 12:19 pm ET
Dear Client, The dust is finally settling and our new facility feels like home. If you would like to come and get a personal tour, give me a call and I will be happy to show you around. The Village... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 31, 2021 at 11:25 am ET
The Dividend Guy brings us the 137th Carnival of Personal Finance. My submission on the Tax Effect of Return of Premium Life Insurance was included. My favorites from this week's carnival: Four Pillars writes about the 4% Withdrawal Rule for... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 30, 2021 at 3:21 pm ET
Yesterday, in A Very Safe Way to Lose Money, we came to the conclusion that with our current economic situation of low interest coupled with high inflation our money was at risk even in vehicles traditionally considered safe. At the... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 29, 2021 at 11:27 am ET
Sittin' in the mornin' sun I'll be sittin' when the evenin' come Watching the ships roll in And I'll watch 'em roll away again, yeah I'm sittin' on the dock of the bay Watching the tide roll away Ooo, I'm... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 28, 2021 at 10:41 am ET
Last week's carnival takes us to a blog I had never visited before, Green Panda Treehouse. My post about the effect of the Countrywide Financial buyout to a customer was one of several great posts included. Other posts I enjoyed:... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 23, 2021 at 5:52 pm ET
Sorry the blog has been quiet for a couple days. I went to a conference out of state and it interfered with my writing schedule. That combined with the delay I need to get my blog material reviewed by compliance... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 21, 2021 at 10:45 am ET
My post about irrational market response spurred another reader question: My husband had a net gain of -$2600 in his Roth IRA last year. I'm thinking of buying the same stinker fund he bought last year for 2008 (FWIW [for... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 18, 2021 at 1:53 pm ET
Here in Des Moines we have a public hospital, Broadlawns Medical Center. The retirement opportunities for employees differ quite a bit from the corporate world. Employees of the hospital are participants in IPERS (Iowa Public Employees' Retirement System). Contributions to... ... ( more)
From Moment on Money - view blog entries - visit this blogJanuary 17, 2021 at 2:20 pm ET
From across the pond Plonkee Monkey brings us the 135th Carnival of Personal Finance. Thanks Plonkee for including my submission. Here are some good posts I never would have found if I did not read the carnival: For the second... ... ( more)
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