Torbett Financial Strategies, LLC

Avoid the Financial Noise

admin — Tue, 27 Sep 2011 21:20:25 +0000

A 3 minute audio recording suggesting how you can minimize any impact of the Government stand-off, Euro problems and credit rating downgrade.

Focus on your financial goals and what you can control.

5 Secrets to Financial Freedom

admin — Tue, 06 Sep 2011 18:58:50 +0000

5 Secrets to Financial Freedom

These are the financial truths that I have learned over 30+ years from experience, clients and successful investors. I hope that they will help you become a Millionaire Next Door”and to begin to learn the tactics of great investors like Warren Buffett.

It is a great time to begin, I will be posting further details and tactics over the next few weeks.

Lindsey Torbett, CPA, CFP

2010 Resolutions

admin — Mon, 31 Jan 2011 06:08:48 +0000

Like most of you, I have been considering my 2010 resolutions. You know the routine…shed a few pounds, be consistent with an exercise program, and work on my spirituality…

But I also have financial resolutions and they apply to all of us:

Begin taking control of your finances
Spend less than you make
Buy at least 1 asset in 2010
Manage your investment costs
Develop and implement a tax plan
I will be blogging on these in the next few weeks. I hope you will learn and implement them in 2010. They are a good start on achieving financial independence for you!

Lindsey

Final “Gift”

admin — Mon, 31 Jan 2011 06:07:21 +0000

I suggest that you begin the preparation of a “Final Gift”.

The thought of making or receiving a “Final gift” is not pleasant, but it really is important and meaningful. Each of us need to get our affairs in order, help our loved ones as best we can, and try to leave as much of a legacy as possible. The “Final Gift” concept can accomplish all of that.

The gift should include the following:

Instruction letter-
What to do, who you want to do, who don’t you trust
Important contact info
Who is your attorney, CPA, broker, insurance agent, your website login info
Final letters for each loved one, at least for your spouse and each child
This is your last chance to impart some wisdom to them

While you are working on your estate you should also:
Read your will- does it still do what you want?
Beneficiary designations- is the money going where you want it to?
Do you have a valid power of attorney?
Do you have a living will?

I am the process of working on my “Final Gift”, I suggest that you do the same.