QFC Insights: Archives

From advice on estate planning to strategies for minimizing risk, QFC founder Doug Horn, CFP®, along with Shane Smith, CFP® address a wide range of financial subjects in his series of regular articles. Click on any of the previous topics below, or read QFC’s latest article.

Investment Related:

12-24-2018 "The Correction by Tweet and Headline"

12-1-2018 Creating and Maintaining Reserves "You Never Know When They Will Be Needed"

8-1-2018 "China Trade War (?) or Tit for Tat"

2-12-2018 Market Volatility Returns

2-5-2018 "Don't Let Short Term Noise Distrupt Long Term Objectives"

2-5-2018 Paying for Education and Disability Expenses: "New Opportunities Created by Legislation Enacted"

1-15-2018 Time to Invest or Sit on the Sidelines?: "2017 Brought 71 Dow Jones Industrial Record Closes"  

12-15-2017 Five Tips for Keeping Your Financial New Year’s Resolutions

11-15-2017 Investing Jointly: "A Couple's Team Sport"

8-10-2017 An Alternative to CD’s: “Not All Income is the Same”

06-10-2017 Another Bite at the Apple: “Your Mortgage Rate Above 5%?”

02-22-2017 Department of Labor “Fiduciary” Rule: “Delay or Implementation – Impact on You”

11-30-2016 Year-end Dividen Reminder: Drop in Share Price- Reinvested Shares to Post

06-24-2016 Great Britain Votes for Leave

01-13-2016 New Year Market Outlook

12-21-2015 Market Outlook:  Thoughts on the Market

12-04-2015 Year-End Dividend Reminder

10-07-2015 Market Correction:  Statement Shock

09-28-2015 Market Outlook: Same Tune

08-26-2015 Market Outlook: Rollercoaster

08-23-2015 Market Outlook: False Starts 

10-17-2014 Market Update

 

Estate Planning/Documents:

10-1-2018 End-of-Life Conversations "Conversations Needed Ouf of Love"

8-1-2018 When Your Family Grows: "Protecting Those You Love"

7-1-2018 Caring for an Aging Loved One: "Not Always the Easiest Responsibility"

5-1-2018 Last Line of Planning: "Are They Yours or the State's?"

 

Insurance Related:

11-1-2018 Long Term Care "Sharing the Risk-Paying on Your Own"

2-1-2018 Employer Provider Life Insurance "Cost Effective or Financial Trap?"

9-9-2017 Protecting Your Family: “It’s not all about insurance”

 

Income Tax or Retirement Related:

10-19-2018 Building Independence "Surviving on Social Security of Having the Freedom to Live"

9-1-2018  Are you part of the Forty-one Percent? "Answers are Within Easy Reach"

8-12-2018 The Future of Itemized Deductions "Rumors of Extinction May Be Premature"

6-1-2018 Getting Ready for Retirement: "Never too Early to Start"

5-7-2018 Building Portfolios to Last "Having More Income than Months or Years"

07-10-2017 The Best Time to Begin Retirement Savings: “A Gift of a Lifetime”

04-19-2017 Creating a Better Blend of Retirement Assets:
“A Taxing Situation”

02-16-2017 Last Opportunity for 2016 Retirement Contributions: Invest Now to Improve Your Retirement

01-27-2016 Deducting Non-cash Charitable items

 

General:

11-08-2016 Presidential Elections: Opportunity or Trepidation

 

Education:

03-10-2017 Facing the Cost of College: “Can Just In Time Savings Work?”

 

Safety and Protection:

3-15-2018 Vigilance Required to Avoid ID Theft: "Past Computer Breaches Coming to Life”

10-9-2017 Returning the Favor: "Time to Protect our Seniors"

09-09-2016 Recognizing the Scam

 

Forms:

Non-Cash Contribution Schedule

 

 

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