Mister Finance
Financial insights, commentary, and advice.


GETTING ORGANIZED IN 2007
Posted on February 1st, 2007 on BetterInvesting: Personal Finance
January & February are the best months to "get your financial affairs" in order. Here are some guidlines to follow: 1/Balance all of your bank...

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FINANCIAL PLANNING STEPS FOR 2007
Posted on January 18th, 2007 on BetterInvesting: Personal Finance
January is here. 2007 is ahead. What are you going to do to have a more successful year? Here are some suggestions: 1/Balance all of your che...

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BUSINESS PLANNING IDEAS FOR 2007
Posted on January 11th, 2007 on BetterInvesting: Personal Finance
SO YOU OWN A BUSINESS OR PROFESSIONAL PRACTICE. BUSINESS HAS BEEN PRETTY GOOD RECENTLY. SO WHAT'S TO WORRY ABOUT? PLENTY: 1/IS YOUR BUSINESS...

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NEW YEAR FINANCIAL PLANNING STEPS
Posted on January 4th, 2007 on BetterInvesting: Personal Finance
IT'S TIME TO THINK AHEAD. HAVE YOU: 1/UP DATED LEGAL DOCS? (WILLS, TRUSTS, POWER OF ATTORNEY,ETC.) 2/BALANCED LAST YEAR'S CHECKING ACCOUNTS. 3/BU...

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WHY USE A FINANCIAL PLANNER?
Posted on December 28th, 2006 on BetterInvesting: Personal Finance
Unfortunately stock brokers sell stocks, investment advisors sell mutual funds &/or fee-commission based money management, insurance brokers se...

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YEAR END TAX STRATEGIES
Posted on December 21st, 2006 on BetterInvesting: Personal Finance
TRY "TURBOTAX.INTUIT.COM FOR SOME TAX PLANNING HELP. OTHERWISE REMEMBER THESE LAST MINUTE TECHNIQUES: 1/KIDDIE-TAX CHANGED TO AGE 18 FOR INVE...

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YEAR END PLANNING IDEAS
Posted on November 30th, 2006 on BetterInvesting: Personal Finance
2006 IS ALMOST OVER. WHAT CAN YOU DO NOW TO BETTER YOUR 2007? 1/WRITE A NEW OR REVISED WILL;DURABLE POWER OF ATTORNEY;HEALTH CARE PROXY;APPROPRIATE TRUST. 2...

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YEAR END FINANCIAL STRATEGIES
Posted on November 15th, 2006 on BetterInvesting: Personal Finance
HERE'S WHAT YOU SHOULD BE THINKING ABOUT OR DOING: 1/BE CAREFUL WHEN TRADING OR BUYING MUTUAL FUNDS THIS TIME OF YEAR. IT'S BEEN A GOOD YEAR FOR...

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DO THE RIGHT THING
Posted on November 1st, 2006 on BetterInvesting: Personal Finance
EVERY DAY WE ARE MAKING DECISIONS THAT CAN IMPACT OUR NEAR OR LONG TERM FUTURE. SOME ARE PERSONAL, MANY FINANCIAL. HERE'S A FEW LESSONS LEARNED FR...

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PLANNING STEPS FOR NEW PARENTS
Posted on October 19th, 2006 on BetterInvesting: Personal Finance
New parents should sit down and focus on their new status as the natural guardian for the new born / adopted child. Here's a brief checklist: 1/See...

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FINANCIAL PLANNING BEFORE THE STORM
Posted on September 19th, 2006 on BetterInvesting: Personal Finance
I just returned from New Orleans on a business trip. Here's what I learned from several of my clients who experienced it all. Expect the worst. El...

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