Sitemap

Site Feeds

Pages

Categories

Monthly Archives

Tags

All Articles

  1. The Myths of Easy Exits
    20-Sep-17 • Comments Off on The Myths of Easy Exits
  2. 2017 Third Quarter Casual for a Cause Recipient – Chemo Buddies
    13-Sep-17 • Comments Off on 2017 Third Quarter Casual for a Cause Recipient – Chemo Buddies
  3. 4 Valuable Ways a Financial Planner Can Help You Get Organized
    30-Aug-17 • Comments Off on 4 Valuable Ways a Financial Planner Can Help You Get Organized
  4. The Problem with “The 5-Year Exit Plan”
    23-Aug-17 • Comments Off on The Problem with “The 5-Year Exit Plan”
  5. 5 Different Lifestyle Planning Tips For Living Your Best Life
    16-Aug-17 • Comments Off on 5 Different Lifestyle Planning Tips For Living Your Best Life
  6. 3 Reasons Your Financial Ducks May Not Be In a Row
    2-Aug-17 • Comments Off on 3 Reasons Your Financial Ducks May Not Be In a Row
  7. Stop and Smell the Roses: A Great Life
    19-Jul-17 • Comments Off on Stop and Smell the Roses: A Great Life
  8. 10 Pitfalls to Avoid with Succession of a Family Run Business
    12-Jul-17 • Comments Off on 10 Pitfalls to Avoid with Succession of a Family Run Business
  9. 2017 Second Quarter Casual for a Cause Recipient – Wesselman Nature Society
    6-Jul-17 • Comments Off on 2017 Second Quarter Casual for a Cause Recipient – Wesselman Nature Society
  10. Get a BANG out of Life!! Tips on Achieving Your Financial Independence Day
    5-Jul-17 • Comments Off on Get a BANG out of Life!! Tips on Achieving Your Financial Independence Day
  11. How Do Your Values Align With Your Financial Planning?
    21-Jun-17 • Comments Off on How Do Your Values Align With Your Financial Planning?
  12. Don’t Strike Out When Planning Your Future
    7-Jun-17 • Comments Off on Don’t Strike Out When Planning Your Future
  13. What You’re Up Against For Financial Success
    24-May-17 • Comments Off on What You’re Up Against For Financial Success
  14. A Beautiful Look Into Financial Planning
    10-May-17 • Comments Off on A Beautiful Look Into Financial Planning
  15. What Home Improvement and Personal Finance Have in Common
    12-Apr-17 • Comments Off on What Home Improvement and Personal Finance Have in Common
  16. Congratulations on Retirement? Expert Advice on What’s Next
    29-Mar-17 • Comments Off on Congratulations on Retirement? Expert Advice on What’s Next
  17. Expert Advice on Active Versus Index Investing
    15-Mar-17 • Comments Off on Expert Advice on Active Versus Index Investing
  18. How Much to Save For Your Future for Real Results
    1-Mar-17 • Comments Off on How Much to Save For Your Future for Real Results
  19. Adviser Motivations & The Important Questions to Ask
    15-Feb-17 • Comments Off on Adviser Motivations & The Important Questions to Ask
  20. How to Successfully Manage Your Financial Life When You’re Not Financially Savvy
    1-Feb-17 • Comments Off on How to Successfully Manage Your Financial Life When You’re Not Financially Savvy
  21. When Investors Should Say “I Don’t Know”
    18-Jan-17 • Comments Off on When Investors Should Say “I Don’t Know”
  22. Facing the Future on Your Own
    4-Jan-17 • Comments Off on Facing the Future on Your Own
  23. 2016 Fourth Quarter Casual for a Cause Recipient – Boys & Girls Club
    21-Dec-16 • Comments Off on 2016 Fourth Quarter Casual for a Cause Recipient – Boys & Girls Club
  24. Top 5 Reasons Wealth Management is like CrossFit
    7-Dec-16 • Comments Off on Top 5 Reasons Wealth Management is like CrossFit
  25. The Power of Tax-Free Income for High-Income Earners
    23-Nov-16 • Comments Off on The Power of Tax-Free Income for High-Income Earners
  26. A Surprising Election Result. Now What?
    9-Nov-16 • Comments Off on A Surprising Election Result. Now What?
  27. Retirement Planning? Don’t Risk Not Knowing What Has Changed
    2-Nov-16 • Comments Off on Retirement Planning? Don’t Risk Not Knowing What Has Changed
  28. Paying Taxes on Investments: Don’t Let Taxes Secretly Drain Your Legacy
    19-Oct-16 • Comments Off on Paying Taxes on Investments: Don’t Let Taxes Secretly Drain Your Legacy
  29. Free Financial Advice has Hidden Costs: Motivations Matter
    5-Oct-16 • Comments Off on Free Financial Advice has Hidden Costs: Motivations Matter
  30. 4 Questions to Ask to Find the Right Financial Adviser (and a free white paper)
    21-Sep-16 • Comments Off on 4 Questions to Ask to Find the Right Financial Adviser (and a free white paper)
  31. What is a Fiduciary?
    7-Sep-16 • Comments Off on What is a Fiduciary?
  32. Why Financial Advisers Aren’t Telling Rich People about Social Security
    24-Aug-16 • Comments Off on Why Financial Advisers Aren’t Telling Rich People about Social Security
  33. Lilly King’s Finger-Wag, Integrity, and Financial Discipline
    10-Aug-16 • Comments Off on Lilly King’s Finger-Wag, Integrity, and Financial Discipline
  34. Seeing the Big Picture with Your Business Succession Planning
    28-Jul-16 • Comments Off on Seeing the Big Picture with Your Business Succession Planning
  35. Redirect Tax Savings to Fund Your Life and Legacy
    27-Jul-16 • Comments Off on Redirect Tax Savings to Fund Your Life and Legacy
  36. How to Pay Off Student Loans: Keep The Costs Down
    13-Jul-16 • Comments Off on How to Pay Off Student Loans: Keep The Costs Down
  37. Motivations Drive Results in Real Financial Planning
    29-Jun-16 • Comments Off on Motivations Drive Results in Real Financial Planning
  38. Brexit and World Financial Markets
    22-Jun-16 • Comments Off on Brexit and World Financial Markets
  39. Financial Planners, Investment Advisers, Brokers? Who can help me?
    10-Jun-16 • Comments Off on Financial Planners, Investment Advisers, Brokers? Who can help me?
  40. What is the Point of Financial Planning?
    25-May-16 • Comments Off on What is the Point of Financial Planning?
  41. Business Exit Plan Breakfast Recap
    11-May-16 • Comments Off on Business Exit Plan Breakfast Recap
  42. A Financial Adviser’s Motivation Matters
    4-May-16 • Comments Off on A Financial Adviser’s Motivation Matters
  43. Business Exit Plan Breakfast Summary
    27-Apr-16 • Comments Off on Business Exit Plan Breakfast Summary
  44. Why Do I Need a Business Exit Plan?
    20-Apr-16 • Comments Off on Why Do I Need a Business Exit Plan?
  45. What Financial Skills Matter in Planning vs. Investing?
    13-Apr-16 • Comments Off on What Financial Skills Matter in Planning vs. Investing?
  46. 2016 Second Quarter Client Commentary
    11-Apr-16 • Comments Off on 2016 Second Quarter Client Commentary
  47. Three (3) Important Ways to Save on Income Taxes
    11-Apr-16 • Comments Off on Three (3) Important Ways to Save on Income Taxes
  48. How Do I Make a Business Exit Plan?
    6-Apr-16 • Comments Off on How Do I Make a Business Exit Plan?
  49. Minimizing Tax Liability and Our Investment Philosophy
    30-Mar-16 • Comments Off on Minimizing Tax Liability and Our Investment Philosophy
  50. What is an Exit Plan?
    23-Mar-16 • Comments Off on What is an Exit Plan?
  51. Our Investment Philosophy: Why Cost Control is Important to You
    16-Mar-16 • Comments Off on Our Investment Philosophy: Why Cost Control is Important to You
  52. Unemployment and Life Transitions: Don’t Let Emotions Run the Show
    9-Mar-16 • Comments Off on Unemployment and Life Transitions: Don’t Let Emotions Run the Show
  53. Our Investment Philosophy: Why We Believe in a Disciplined Approach
    2-Mar-16 • Comments Off on Our Investment Philosophy: Why We Believe in a Disciplined Approach
  54. Price to Earnings (P/E) and Future Returns
    24-Feb-16 • Comments Off on Price to Earnings (P/E) and Future Returns
  55. Obama’s Budget Proposal for 2017 and What it Means for You
    17-Feb-16 • Comments Off on Obama’s Budget Proposal for 2017 and What it Means for You
  56. Business Exit Planning Breakfast Coming This Spring
    17-Feb-16 • Comments Off on Business Exit Planning Breakfast Coming This Spring
  57. What is the Fed Thinking About the Economy?
    11-Feb-16 • Comments Off on What is the Fed Thinking About the Economy?
  58. Voices: For Dignity of People in Nursing Homes – Casual for a Cause
    3-Feb-16 • Comments Off on Voices: For Dignity of People in Nursing Homes – Casual for a Cause
  59. Life Transitions and Finances: Build and Use an Emergency Fund
    27-Jan-16 • Comments Off on Life Transitions and Finances: Build and Use an Emergency Fund
  60. Trader vs. Investor
    20-Jan-16 • Comments Off on Trader vs. Investor
  61. 4 Things to Consider When Changing Jobs
    15-Jan-16 • Comments Off on 4 Things to Consider When Changing Jobs
  62. First Quarter 2016 – Client Commentary
    15-Jan-16 • Comments Off on First Quarter 2016 – Client Commentary
  63. Financial Planning Goals for 2016
    13-Jan-16 • Comments Off on Financial Planning Goals for 2016
  64. In Financial Advising, Skills Matter More Now Than Ever
    6-Jan-16 • Comments Off on In Financial Advising, Skills Matter More Now Than Ever
  65. Can I Contribute to an IRA?
    30-Dec-15 • Comments Off on Can I Contribute to an IRA?
  66. Tax-Loss Harvesting and Your Investment Planning
    23-Dec-15 • Comments Off on Tax-Loss Harvesting and Your Investment Planning
  67. How will the Tax Extenders’ Bill Affect my Deductions?
    22-Dec-15 • Comments Off on How will the Tax Extenders’ Bill Affect my Deductions?
  68. FED Raises Interest Rates
    16-Dec-15 • Comments Off on FED Raises Interest Rates
  69. What is Tax-Loss Harvesting?
    16-Dec-15 • Comments Off on What is Tax-Loss Harvesting?
  70. Should my 401(k) contributions be Roth or Traditional?
    9-Dec-15 • Comments Off on Should my 401(k) contributions be Roth or Traditional?
  71. Robo Advisers or Human Advisers: Which is Right for You?
    2-Dec-15 • Comments Off on Robo Advisers or Human Advisers: Which is Right for You?
  72. Purpose in Retirement
    25-Nov-15 • Comments Off on Purpose in Retirement
  73. A Better Way to Look at Financial Life Planning
    18-Nov-15 • Comments Off on A Better Way to Look at Financial Life Planning
  74. Innovation & YOU
    11-Nov-15 • Comments Off on Innovation & YOU
  75. 2016/2017 Federal Budget: Social Security Changes – Part 2
    5-Nov-15 • Comments Off on 2016/2017 Federal Budget: Social Security Changes – Part 2
  76. 2016/2017 Federal Budget: Social Security Changes – Part 1
    4-Nov-15 • Comments Off on 2016/2017 Federal Budget: Social Security Changes – Part 1
  77. Does your Adviser have a Plan?
    30-Oct-15 • Comments Off on Does your Adviser have a Plan?
  78. The Importance of Estate Planning
    23-Oct-15 • Comments Off on The Importance of Estate Planning
  79. Skills Matter!
    19-Oct-15 • Comments Off on Skills Matter!
  80. A Good Business Versus a Good Investment
    12-Oct-15 • Comments Off on A Good Business Versus a Good Investment
  81. Planning Opportunities for High Income Earners
    9-Oct-15 • Comments Off on Planning Opportunities for High Income Earners
  82. 2015 Fourth Quarter Client Commentary
    6-Oct-15 • Comments Off on 2015 Fourth Quarter Client Commentary
  83. Benefits of a Health Savings Account (HSA)
    2-Oct-15 • Comments Off on Benefits of a Health Savings Account (HSA)
  84. Avoid Being Scammed
    25-Sep-15 • Comments Off on Avoid Being Scammed
  85. 2015 Third Quarter Casual for a Cause
    18-Sep-15 • Comments Off on 2015 Third Quarter Casual for a Cause
  86. Pension: Lump Sum vs. Annuity (Part 2)
    11-Sep-15 • Comments Off on Pension: Lump Sum vs. Annuity (Part 2)
  87. Pension: Lump Sum vs. Annuity (Part 1)
    4-Sep-15 • Comments Off on Pension: Lump Sum vs. Annuity (Part 1)
  88. Taxes for High Income Earners
    28-Aug-15 • Comments Off on Taxes for High Income Earners
  89. Volatility and the Gut Check
    25-Aug-15 • Comments Off on Volatility and the Gut Check
  90. 2016 Social Security Cost-of-Living Adjustments
    21-Aug-15 • Comments Off on 2016 Social Security Cost-of-Living Adjustments
  91. China and the World
    13-Aug-15 • Comments Off on China and the World
  92. How Deep is Uncle Sam’s Hand in Your Wallet?
    31-Jul-15 • Comments Off on How Deep is Uncle Sam’s Hand in Your Wallet?
  93. For the Love of Change!
    24-Jul-15 • Comments Off on For the Love of Change!
  94. Many Uncertainties Remain With Greece
    20-Jul-15 • Comments Off on Many Uncertainties Remain With Greece
  95. 2015 Second Quarter Casual for a Cause
    10-Jul-15 • Comments Off on 2015 Second Quarter Casual for a Cause
  96. 2015 Third Quarter Client Commentary
    8-Jul-15 • Comments Off on 2015 Third Quarter Client Commentary
  97. Greece Default Looming!
    29-Jun-15 • Comments Off on Greece Default Looming!
  98. Financial Planning is a Marathon, not a Sprint
    26-Jun-15 • Comments Off on Financial Planning is a Marathon, not a Sprint
  99. The Difference Between Tactical & Strategic Investing
    19-Jun-15 • Comments Off on The Difference Between Tactical & Strategic Investing
  100. We (Financially Clueless) Millennials Need Help – Part 2
    5-Jun-15 • Comments Off on We (Financially Clueless) Millennials Need Help – Part 2
  101. How Technology is Helping Your Retirement
    29-May-15 • Comments Off on How Technology is Helping Your Retirement
  102. Medicare Changes Require High Income Earners To Plan Ahead
    22-May-15 • Comments Off on Medicare Changes Require High Income Earners To Plan Ahead
  103. We (Financially Clueless) Millennials Need Help
    15-May-15 • Comments Off on We (Financially Clueless) Millennials Need Help
  104. The State of Retail Wealth Management (and why YOU should care!)
    8-May-15 • Comments Off on The State of Retail Wealth Management (and why YOU should care!)
  105. Fees and Costs: What You Don’t Know Can Hurt You
    1-May-15 • Comments Off on Fees and Costs: What You Don’t Know Can Hurt You
  106. A Beautiful Investment (for Charity)
    25-Apr-15 • Comments Off on A Beautiful Investment (for Charity)
  107. Second Quarter Business Exit Newsletter
    18-Apr-15 • Comments Off on Second Quarter Business Exit Newsletter
  108. 401(k) Menu and Total Portfolio Management
    17-Apr-15 • Comments Off on 401(k) Menu and Total Portfolio Management
  109. 2015 Second Quarter Client Commentary
    8-Apr-15 • Comments Off on 2015 Second Quarter Client Commentary
  110. Wealth Management is for Women, Too
    3-Apr-15 • Comments Off on Wealth Management is for Women, Too
  111. S.M.I.L.E. on Down Syndrome – 2015 First Quarter Casual for a Cause
    27-Mar-15 • Comments Off on S.M.I.L.E. on Down Syndrome – 2015 First Quarter Casual for a Cause
  112. When Will The Fed Move?
    20-Mar-15 • Comments Off on When Will The Fed Move?
  113. Are the Lower Oil Prices Here to Stay in 2015?
    13-Mar-15 • Comments Off on Are the Lower Oil Prices Here to Stay in 2015?
  114. When Good Economic News is seen as Bad News (and what to do about it)
    6-Mar-15 • Comments Off on When Good Economic News is seen as Bad News (and what to do about it)
  115. What is a Fee-Only Financial Adviser?
    27-Feb-15 • Comments Off on What is a Fee-Only Financial Adviser?
  116. Asset Allocation: What Can It Do For You?
    20-Feb-15 • Comments Off on Asset Allocation: What Can It Do For You?
  117. Personal Add-backs Revisited
    13-Feb-15 • Comments Off on Personal Add-backs Revisited
  118. 3 Reasons to Start Exit Planning this Year
    6-Feb-15 • Comments Off on 3 Reasons to Start Exit Planning this Year
  119. The Future of Social Security
    30-Jan-15 • Comments Off on The Future of Social Security
  120. Will this be the year to be invested in Europe?
    23-Jan-15 • Comments Off on Will this be the year to be invested in Europe?
  121. Selecting the Right Financial Partner for Your Needs
    16-Jan-15 • Comments Off on Selecting the Right Financial Partner for Your Needs
  122. Avoid Costly Mistakes in Divorce in 2015
    2-Jan-15 • Comments Off on Avoid Costly Mistakes in Divorce in 2015
  123. 2015 First Quarter Client Commentary
    30-Dec-14 • Comments Off on 2015 First Quarter Client Commentary
  124. Are You the “Average” Investor?
    19-Dec-14 • Comments Off on Are You the “Average” Investor?
  125. How Does a Stronger U.S. Dollar (USD) Impact Consumers and Investors?
    16-Dec-14 • Comments Off on How Does a Stronger U.S. Dollar (USD) Impact Consumers and Investors?
  126. Four Year-End Planning Tips
    15-Dec-14 • Comments Off on Four Year-End Planning Tips
  127. Are You Setting Your Spouse Up for a Tax Day of Reckoning? Part 2
    12-Dec-14 • Comments Off on Are You Setting Your Spouse Up for a Tax Day of Reckoning? Part 2
  128. Are You Setting Yourself Up for a Tax Day of Reckoning? Part 1
    5-Dec-14 • Comments Off on Are You Setting Yourself Up for a Tax Day of Reckoning? Part 1
  129. Toys for Tots
    26-Nov-14 • Comments Off on Toys for Tots
  130. How Much of the Future is in Your [Exit] Planning?
    24-Nov-14 • Comments Off on How Much of the Future is in Your [Exit] Planning?
  131. CFP® & NAPFA = The Knowledge & Strength of 0.6%
    19-Nov-14 • Comments Off on CFP® & NAPFA = The Knowledge & Strength of 0.6%
  132. IRS Announces 2015 Retirement Account Contribution Limits
    24-Oct-14 • Comments Off on IRS Announces 2015 Retirement Account Contribution Limits
  133. 2015 Social Security Increases Announced
    22-Oct-14 • Comments Off on 2015 Social Security Increases Announced
  134. Keystone Financial Consulting: 2014 4th Quarter Client Commentary
    15-Oct-14 • Comments Off on Keystone Financial Consulting: 2014 4th Quarter Client Commentary
  135. Payne Wealth Partners: 2014 4th Quarter Client Commentary
    15-Oct-14 • Comments Off on Payne Wealth Partners: 2014 4th Quarter Client Commentary
  136. Creating a Transferable Business: Measuring and Managing Owner Dependence
    30-Sep-14 • Comments Off on Creating a Transferable Business: Measuring and Managing Owner Dependence
  137. IRS Clarifies its Position on Isolating and Transferring After-Tax 401(k) Dollars
    26-Sep-14 • Comments Off on IRS Clarifies its Position on Isolating and Transferring After-Tax 401(k) Dollars
  138. Voice Your Ideas on Social Security Reform
    16-Sep-14 • Comments Off on Voice Your Ideas on Social Security Reform
  139. Utilizing Your Health Savings Account
    5-Sep-14 • Comments Off on Utilizing Your Health Savings Account
  140. The Power of Writing an Investment Policy Statement
    19-Aug-14 • Comments Off on The Power of Writing an Investment Policy Statement
  141. Little Lambs “Baby Shower”
    15-Aug-14 • Comments Off on Little Lambs “Baby Shower”
  142. “What Steps Should I Take When I Get Close to Retiring?”
    22-Jul-14 • Comments Off on “What Steps Should I Take When I Get Close to Retiring?”
  143. Can a Business Exit Plan Make You Happy?
    20-Jul-14 • Comments Off on Can a Business Exit Plan Make You Happy?
  144. What Are Some Indicators That Show If a Mutual Fund is Good?
    18-Jul-14 • Comments Off on What Are Some Indicators That Show If a Mutual Fund is Good?
  145. 2014 Third Quarter Client Commentary
    7-Jul-14 • Comments Off on 2014 Third Quarter Client Commentary
  146. Worried About Outliving Your Money? Part 2
    6-Jul-14 • Comments Off on Worried About Outliving Your Money? Part 2
  147. Worried About Outliving Your Money? Part 1
    4-Jul-14 • Comments Off on Worried About Outliving Your Money? Part 1
  148. 2 Most Important Parts of Financial Advisory Services
    1-Jul-14 • Comments Off on 2 Most Important Parts of Financial Advisory Services
  149. 25 Questions for a Potential Financial Adviser
    23-Jun-14 • Comments Off on 25 Questions for a Potential Financial Adviser
  150. Supreme Court Rules on Inherited IRAs
    18-Jun-14 • Comments Off on Supreme Court Rules on Inherited IRAs
  151. Supreme Court to Decide IRA Protection
    4-Jun-14 • Comments Off on Supreme Court to Decide IRA Protection
  152. Your Business Value vs. Market Correlation
    20-May-14 • Comments Off on Your Business Value vs. Market Correlation
  153. Be the Adviser of the Future – Starting Today
    14-May-14 • Comments Off on Be the Adviser of the Future – Starting Today
  154. April 2014 Business Exit Resource
    25-Apr-14 • Comments Off on April 2014 Business Exit Resource
  155. Why a 4 Step Process Isn’t Enough
    16-Apr-14 • Comments Off on Why a 4 Step Process Isn’t Enough
  156. 2014 Second Quarter Client Commentary
    4-Apr-14 • Comments Off on 2014 Second Quarter Client Commentary
  157. Obama’s Hidden Tax for Heirs: Part 2
    2-Apr-14 • Comments Off on Obama’s Hidden Tax for Heirs: Part 2
  158. Obama’s Hidden Tax for Heirs : Part 1
    30-Mar-14 • Comments Off on Obama’s Hidden Tax for Heirs : Part 1
  159. Is Your Inherited IRA Protected?
    11-Mar-14 • Comments Off on Is Your Inherited IRA Protected?
  160. Philip Seymour Hoffman’s Potential $12,000,000+ Estate Tax
    5-Mar-14 • Comments Off on Philip Seymour Hoffman’s Potential $12,000,000+ Estate Tax
  161. Tax Trap: Lessons You Need to Know
    26-Feb-14 • Comments Off on Tax Trap: Lessons You Need to Know
  162. 4 Easy Ways to Progress Your Finances in 2014
    12-Feb-14 • Comments Off on 4 Easy Ways to Progress Your Finances in 2014
  163. Three Keys to Investing in a Turbulent Market
    7-Feb-14 • Comments Off on Three Keys to Investing in a Turbulent Market
  164. A New Look at College Education
    22-Jan-14 • Comments Off on A New Look at College Education
  165. Planning an Exit Requires a Relationship, Not a Transaction Mindset
    13-Jan-14 • Comments Off on Planning an Exit Requires a Relationship, Not a Transaction Mindset
  166. 2014 First Quarter Client Commentary
    9-Jan-14 • Comments Off on 2014 First Quarter Client Commentary
  167. The Power of Giving: 2 Events that will be Remembered
    7-Jan-14 • Comments Off on The Power of Giving: 2 Events that will be Remembered
  168. Evansville Rescue Mission
    18-Dec-13 • Comments Off on Evansville Rescue Mission
  169. Bill Introduced to Make Charitable IRA Rollover Permanent
    13-Dec-13 • Comments Off on Bill Introduced to Make Charitable IRA Rollover Permanent
  170. 5 Areas of Year-End Opportunity
    11-Dec-13 • Comments Off on 5 Areas of Year-End Opportunity
  171. Important Options of Your 401(k) Plan
    26-Nov-13 • Comments Off on Important Options of Your 401(k) Plan
  172. The Expiration of the Charitable IRA Rollover
    20-Nov-13 • Comments Off on The Expiration of the Charitable IRA Rollover
  173. Theoretical Versus Actual Dollars – November Business Exit
    16-Nov-13 • Comments Off on Theoretical Versus Actual Dollars – November Business Exit
  174. What Tuesday Night’s NCAA Men’s Basketball Games Can Show You About Financial Advising
    13-Nov-13 • Comments Off on What Tuesday Night’s NCAA Men’s Basketball Games Can Show You About Financial Advising
  175. The Internet and Your Financial Future
    9-Nov-13 • Comments Off on The Internet and Your Financial Future
  176. The Tri-State MS Association
    6-Nov-13 • Comments Off on The Tri-State MS Association
  177. The Importance of Knowledge
    26-Oct-13 • Comments Off on The Importance of Knowledge
  178. Help Eliminate Poverty in Evansville – Casual for a Cause
    21-Oct-13 • Comments Off on Help Eliminate Poverty in Evansville – Casual for a Cause
  179. When the Going Gets Tough…The Tough Get Disciplined
    16-Oct-13 • Comments Off on When the Going Gets Tough…The Tough Get Disciplined
  180. October 15 is an Important date for Roth IRA Strategies
    10-Oct-13 • Comments Off on October 15 is an Important date for Roth IRA Strategies
  181. Political Stalemate in Washington DC
    7-Oct-13 • Comments Off on Political Stalemate in Washington DC
  182. 2013 Fourth Quarter Client Commentary
    4-Oct-13 • Comments Off on 2013 Fourth Quarter Client Commentary
  183. Washington Showdown Creating Market Volatility
    4-Oct-13 • Comments Off on Washington Showdown Creating Market Volatility
  184. Cause and Effect: Government Increasing Volatility in the Markets
    2-Oct-13 • Comments Off on Cause and Effect: Government Increasing Volatility in the Markets
  185. Donating Blood: One of the Best Returns on Investment
    23-Sep-13 • Comments Off on Donating Blood: One of the Best Returns on Investment
  186. The Ever-Changing Corporate World
    21-Sep-13 • Comments Off on The Ever-Changing Corporate World
  187. Four Signs That You May be Ready to Plan for Your Business Transition
    16-Sep-13 • Comments Off on Four Signs That You May be Ready to Plan for Your Business Transition
  188. Emerging Markets Turnaround Signals
    6-Sep-13 • Comments Off on Emerging Markets Turnaround Signals
  189. Investors Choosing Cash
    26-Aug-13 • Comments Off on Investors Choosing Cash
  190. Shop for a Cause – August 24
    17-Aug-13 • Comments Off on Shop for a Cause – August 24
  191. Ark Crisis Child Care – Casual for a Cause
    31-Jul-13 • Comments Off on Ark Crisis Child Care – Casual for a Cause
  192. Trouble for Detroit Pensioners?
    26-Jul-13 • Comments Off on Trouble for Detroit Pensioners?
  193. Tips for Saving Money and Enjoying the Rest of Summer
    22-Jul-13 • Comments Off on Tips for Saving Money and Enjoying the Rest of Summer
  194. July Business Exit – 5 Benefits of the ESOP
    17-Jul-13 • Comments Off on July Business Exit – 5 Benefits of the ESOP
  195. 2013 Third Quarter Client Commentary
    15-Jul-13 • Comments Off on 2013 Third Quarter Client Commentary
  196. What Happens When Financial Rule Changes and Social Media Come Together?
    15-Jul-13 • Comments Off on What Happens When Financial Rule Changes and Social Media Come Together?
  197. Lowering the Costs of Investing: Are the Europeans onto something?
    2-Jul-13 • Comments Off on Lowering the Costs of Investing: Are the Europeans onto something?
  198. Investing in the Right Decision
    27-Jun-13 • Comments Off on Investing in the Right Decision
  199. Taking Advantage of Market Volatility
    21-Jun-13 • Comments Off on Taking Advantage of Market Volatility
  200. Will The 3.8% ‘Investment Income’ Tax Apply to Your Business Exit Transaction and Proceeds?
    21-Jun-13 • Comments Off on Will The 3.8% ‘Investment Income’ Tax Apply to Your Business Exit Transaction and Proceeds?
  201. Financial Knowledge to Pass to Your Children
    20-Jun-13 • Comments Off on Financial Knowledge to Pass to Your Children
  202. Yield to Temptation
    12-Jun-13 • Comments Off on Yield to Temptation
  203. Honduras Medical Mission Trip
    7-Jun-13 • Comments Off on Honduras Medical Mission Trip
  204. Casual for a Cause
    24-May-13 • Comments Off on Casual for a Cause
  205. Top 8 Considerations When Choosing a Financial Adviser
    22-May-13 • Comments Off on Top 8 Considerations When Choosing a Financial Adviser
  206. Indiana State Budget Signed
    10-May-13 • Comments Off on Indiana State Budget Signed
  207. Payne Wealth Partners Canned Food Drive
    5-May-13 • Comments Off on Payne Wealth Partners Canned Food Drive
  208. Will Hoosiers See Tax Breaks?
    3-May-13 • Comments Off on Will Hoosiers See Tax Breaks?
  209. Social Media Savvy
    3-May-13 • Comments Off on Social Media Savvy
  210. 108 Days Later: The Significance of Tax Freedom Day
    22-Apr-13 • Comments Off on 108 Days Later: The Significance of Tax Freedom Day
  211. 2013 Second Quarter Client Commentary
    10-Apr-13 • Comments Off on 2013 Second Quarter Client Commentary
  212. Grandparents- You have got to try Photo Stream!
    27-Mar-13 • Comments Off on Grandparents- You have got to try Photo Stream!
  213. Business Owners – Avoid This Estate Plan Gone Bad
    15-Mar-13 • Comments Off on Business Owners – Avoid This Estate Plan Gone Bad
  214. Can I Afford To Exit My Business Today?
    13-Mar-13 • Comments Off on Can I Afford To Exit My Business Today?
  215. “A Sweet Time with Payne” Dove Chocolate Event
    6-Mar-13 • Comments Off on “A Sweet Time with Payne” Dove Chocolate Event
  216. Top Five Reasons to Plan Your Business Exit in 2013
    28-Feb-13 • Comments Off on Top Five Reasons to Plan Your Business Exit in 2013
  217. How to find the right CERTIFIED FINANCIAL PLANNER(TM) professional
    22-Feb-13 • Comments Off on How to find the right CERTIFIED FINANCIAL PLANNER(TM) professional
  218. Women- What will your legacy be?
    5-Feb-13 • Comments Off on Women- What will your legacy be?
  219. What will fiscal cliff tax deal cost High Income Earners in 2013?
    29-Jan-13 • Comments Off on What will fiscal cliff tax deal cost High Income Earners in 2013?
  220. Wall Street Journal quotes Taylor Payne
    17-Jan-13 • Comments Off on Wall Street Journal quotes Taylor Payne
  221. Financial Planner Terry Prather is quoted in the WSJ MarketWatch
    9-Jan-13 • Comments Off on Financial Planner Terry Prather is quoted in the WSJ MarketWatch
  222. 2013 First Quarter Client Commentary
    4-Jan-13 • Comments Off on 2013 First Quarter Client Commentary
  223. How Personal Add-backs Impact Exit Values for Owners
    2-Jan-13 • Comments Off on How Personal Add-backs Impact Exit Values for Owners
  224. Petition to Fix America’s Debt
    20-Dec-12 • Comments Off on Petition to Fix America’s Debt
  225. Tired of hearing about it!
    14-Dec-12 • Comments Off on Tired of hearing about it!
  226. FDIC Upcoming Changes for Noninterest-Bearing Transaction Accounts
    6-Dec-12 • Comments Off on FDIC Upcoming Changes for Noninterest-Bearing Transaction Accounts
  227. When Markets Become Volatile, Keep Things in Perspective
    30-Nov-12 • 0 Comment
  228. What is the difference between risk tolerance and risk capacity?
    13-Nov-12 • 0 Comment
  229. Now we better know the rules of the game
    7-Nov-12 • 0 Comment
  230. Essential Wisdom for Today’s Market
    2-Nov-12 • 0 Comment
  231. 2012 Tri-State MS Autumn Walk
    17-Oct-12 • 0 Comment
  232. National Estate Planning Awareness Week
    12-Oct-12 • 0 Comment
  233. September 2012 Market Update
    3-Oct-12 • 0 Comment
  234. Stealing Social Security Benefits
    27-Sep-12 • 0 Comment
  235. Your Exit is Someone Else’s Beginning
    17-Sep-12 • 0 Comment
  236. QE3 – Is this the Answer to Economic Woes?
    14-Sep-12 • 0 Comment
  237. August 2012 Market Update
    3-Sep-12 • 0 Comment
  238. Pension Guarantees for State Govt. Retirees?
    29-Aug-12 • 0 Comment
  239. State Pension Controversy
    23-Aug-12 • 0 Comment
  240. Developing Your Exit Vision Becoming an Exiting Visionary
    20-Aug-12 • 0 Comment
  241. Don’t Hold Your Breath
    17-Aug-12 • 0 Comment
  242. Kick the Can
    10-Aug-12 • 0 Comment
  243. Sayonara USA?
    2-Aug-12 • Comments Off on Sayonara USA?
  244. July 2012 Market Update
    2-Aug-12 • 0 Comment
  245. A Closer Look at the Unemployment Rate
    26-Jul-12 • 0 Comment
  246. Six (6) Key Metrics To Help You Plan Your Exit
    17-Jul-12 • 0 Comment
  247. Staying healthy can (and will) be taxing
    11-Jul-12 • 0 Comment
  248. Healthcare Reform
    27-Jun-12 • 0 Comment
  249. Oppose the Investment Adviser Act of 2012 – HR 4624
    19-Jun-12 • 0 Comment
  250. Exit Planning is a Complex Decision and a Complex Transaction – How to Master Both for a Successful Result
    18-Jun-12 • 0 Comment
  251. May 2012 Market Update
    5-Jun-12 • Comments Off on May 2012 Market Update
  252. Which will you choose: Inspiration or Desperation?
    5-Jun-12 • Comments Off on Which will you choose: Inspiration or Desperation?
  253. Government Payments to Households Grow
    29-May-12 • Comments Off on Government Payments to Households Grow
  254. European Heads of State Clash
    25-May-12 • Comments Off on European Heads of State Clash
  255. In Perspective: Facebook
    18-May-12 • Comments Off on In Perspective: Facebook
  256. Owner Beware – Don’t Check Out Too Early
    16-May-12 • 0 Comment
  257. What is to be done?
    12-May-12 • Comments Off on What is to be done?
  258. April 2012 Market Update
    2-May-12 • 0 Comment
  259. ACTING IN AN UNCERTAIN WORLD
    2-May-12 • Comments Off on ACTING IN AN UNCERTAIN WORLD
  260. Social Security Board of Trustees Report Released
    2-May-12 • Comments Off on Social Security Board of Trustees Report Released
  261. The Fiscal Cliff
    25-Apr-12 • Comments Off on The Fiscal Cliff
  262. Developing an ‘Exit Mindset’
    16-Apr-12 • Comments Off on Developing an ‘Exit Mindset’
  263. Is Your Credit Card Information Safe?
    11-Apr-12 • Comments Off on Is Your Credit Card Information Safe?
  264. What Does Warren Buffett Think about GOLD?
    5-Apr-12 • Comments Off on What Does Warren Buffett Think about GOLD?
  265. March 2012 Market Update
    3-Apr-12 • Comments Off on March 2012 Market Update
  266. Putting Money in Context
    27-Mar-12 • 0 Comment
  267. Indiana Inheritance Tax Bill Signed
    21-Mar-12 • 0 Comment
  268. Closing the Exit Value Gap: Will Any Reasonable Price for the Sale of Your Business be Enough?
    16-Mar-12 • 0 Comment
  269. Indiana Lawmakers Pursuing A Repeal of the State’s Inheritance Tax
    15-Mar-12 • 0 Comment
  270. Three Years Since Market Lows – What Was Key Driver of Returns?
    9-Mar-12 • 0 Comment
  271. February 2012 Market & Planning Update
    6-Mar-12 • 0 Comment
  272. Charitable Giving Tool
    28-Feb-12 • 0 Comment
  273. Bait and Switch?
    23-Feb-12 • 0 Comment
  274. Are you financially literate?
    16-Feb-12 • 0 Comment
  275. What can Steve Jobs’ Passing Teach us About Planning for Our Own Business Exit?
    15-Feb-12 • 0 Comment
  276. A Taxing Matter
    11-Feb-12 • 0 Comment
  277. January 2012 Market Update
    2-Feb-12 • 0 Comment
  278. What Neighbors Do You Want?
    1-Feb-12 • 0 Comment
  279. Policy Uncertainty Index
    24-Jan-12 • 0 Comment
  280. What will your “Exit Day” look like?
    20-Jan-12 • 0 Comment
  281. Worst Retirement Destinations
    19-Jan-12 • 0 Comment
  282. Volatility in the Dow Index
    10-Jan-12 • 0 Comment
  283. December 2011 Market Update
    2-Jan-12 • 0 Comment
  284. Gallup Poll Defining “Rich” Americans
    16-Dec-11 • 0 Comment
  285. A New D-Day for Europe
    2-Dec-11 • 0 Comment
  286. November 2011 Market Update
    1-Dec-11 • 0 Comment
  287. Private Sector Jobs
    1-Dec-11 • 0 Comment
  288. Just a Game
    16-Nov-11 • 0 Comment
  289. July 2011 Market Update
    2-Aug-11 • 0 Comment
  290. June 2011 Market Update
    2-Jul-11 • 0 Comment
  291. May 2011 Market Update
    2-Jun-11 • 0 Comment
  292. April 2011 Market Update
    2-May-11 • 0 Comment
  293. March 2011 Market Update
    2-Apr-11 • 0 Comment
  294. February 2011 Market Update
    1-Mar-11 • 0 Comment

Contact Our Offices

Payne Wealth Partners, Inc.
Keystone Financial Consulting
601 N Cross Pointe Blvd
Evansville, IN 47715
Phone: 812-477-6221
Toll Free: 888-477-6221
  • YouTube
  • Follow us on twitter
  • Follow us on facebook
  • Follow us on linkedin
  • GooglePlus
×