The Blue Blaze

Three Overlooked Keys to Being a Successful Investor

Posted by Frank J. Corrado, CPA, CFP on Jul 6, 2018 9:42:00 AM

 


Does investing strike “fear” in you? We once heard somebody say the word “fear” stands for “False Evidence Appearing Real.” That seems to apply to investing. Here’s why.

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Topics: Optimal Life,

Is Your Money Being Used to Improve Your Life?

Posted by Frank J. Corrado, CPA, CFP on Jun 14, 2018 8:27:13 AM

There’s a movement toward redefining money: instead of accumulating money for what it can buy, more of us want to use money to live the best life possible with what we have––a concept known as Return on Life™ (ROL).

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Topics: Financial life guidance, Optimal Life,, return on life,

Our Return On Life: Why It's More Important Than Our Return On Investment

Posted by Frank J. Corrado, CPA, CFP on May 29, 2018 11:10:36 AM


“Do I have enough money to get married?”

“Do I have enough money to have more children?”

“Do I have enough money to start my own business?”

“Will I have enough money to retire?”

These are typical questions that people often ask themselves over time when they start thinking about financial planning. And that’s only natural. We expect our money to help us feel safe, provide a safety net for key life transitions -- especially as we grow older -- and start thinking about retirement.

Unfortunately, if you view your savings and investments only as numbers on a page that you’re trying to nudge upwards, then there’s no such thing as “enough.”

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Topics: Optimal Life,, Purpose,, return on life,

You Want a Happy Life? Stop Worrying About What You’ve Got

Posted by Frank J. Corrado, CPA, CFP on May 4, 2018 8:15:48 AM

 

 

Quick, what’s the definition of a happy life? This semester, about a quarter of Yale University’s undergrads signed up to find out, making it the most popular class of all time at the school.

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Topics: Financial life guidance, Optimal Life,, return on life,

1 Easy Thing You Can Still Do to Lower Your Tax Bill for 2017

Posted by Frankie Corrado on Feb 13, 2018 2:51:48 PM

 

A client of mine recently asked me if she could still make a 401k contribution for the prior year (2017). Unfortunately I had to explain that no, she couldn’t - that window closed on December 31st.

But good news! There is still time to save in a tax-smart way for the prior year.

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Topics: Financial life guidance, Tax prep, Financial Services, Optimal Life,

It's Hero Time. Thanks, Charitable Gift Fund.

Posted by Frankie Corrado on Dec 18, 2017 7:56:55 AM

 

Image courtesy of rawpixel.com via Upsplash

 

It Isn’t Over Till It’s Over.

Time’s running out to tick off all those 2017 new year resolutions.

If being a hero is still on your list (unchecked), there’s a way to make this happen: start a charitable gift fund.

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Topics: Financial life guidance, Purpose,, Values, Charitable

We Told Our Colleagues It Was Time to Change. Their Response Surprised Us.

Posted by Frankie Corrado on Dec 4, 2017 9:29:02 AM

 

Image courtesy of MacPhysto on Upsplash

You never know what will happen when you propose bold change. The only guarantee is that you’ll get people’s attention...and a LOT of people weighing in with opinions.

At this year’s Alliance of Comprehensive Planners (ACP) annual conference, Blue Blaze had a spot at the Board table as well as time on the agenda. We proposed big change. We got lots of feedback.

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Topics: Financial life guidance, Optimal Life,, Values

Ready for Your Optimal Life? First, Ask the Right Questions.

Posted by Frank J. Corrado, CPA, CFP on Nov 19, 2017 8:37:02 AM

Frank Corrado, a Blue Blaze financial life guide, encourages a client to do a deep dive into her goals and motivations. 

We're talking about my money, Right? 

(No. Not first thing, anyway.)

Remember the first time an adult you respected told you, “If you’re having a difficult time deciding what is the right thing to do -- just listen to your gut. Deep down, if it’s right, you’ll feel it.”

That’s exactly how I felt the first time I was introduced to the concept of appreciative inquiry.

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Topics: Financial life guidance, Optimal Life,, Purpose,, Values, Appreciative Inquiry

Big Spender? Own It On Purpose.

Posted by Frank J. Corrado, CPA, CFP on Oct 11, 2017 5:19:27 PM

Photo credit: Atte Gronlund on Upsplash

If you’ve ever wanted to feel completely comfortable making big purchases and spend substantial sums of money without regret, first, find your purpose.

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Topics: Financial life guidance, Optimal Life,, Purpose,, Values

Equifax Breach Blues? Before You Freeze Your Credit, Read This.

Posted by Frankie Corrado on Sep 22, 2017 11:07:38 AM


Earlier this week, we posted a letter we shared with clients containing some insight into the Equifax data breach, including options for responding to this potential invasion of privacy and identity theft. We’re sharing that information again, below.

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Topics: Credit, Identity Protection, Tips