Profile photo of Paul Jarvis

Paul Jarvis

Author's details

Date registered: November 17, 2011
URL: http://areavoices.com/members/pjarvis/

Latest posts

  1. Location, Location, Location: Making the Decision to Stay or Go in Retirement — February 26, 2015
  2. Approach Retirement with a Smile — January 26, 2015
  3. Market Week for December 29, 2014 — December 29, 2014
  4. Have You Been Financially Naughty or Nice This Year? — December 26, 2014
  5. 2014 Year-End Tax Planning Basics — December 10, 2014

Most commented posts

  1. Mother’s Money Lessons — 1 comment
  2. Leaping into Financial Confidence — 1 comment

Author's posts listings

Feb 26

Location, Location, Location: Making the Decision to Stay or Go in Retirement

. Location, Location, Location: Making the Decision to Stay or Go in Retirement CFP Board Advises on the Financial Considerations of ‘Aging in Place’     Fargo, ND, February 26, 2015 – With approximately 10,000 Baby Boomers – America’s largest generational group – transitioning to retirement each day, the pressures to plan for where they will …

Continue reading »

Jan 26

Approach Retirement with a Smile

CFP Board Gives Tips on How to Control Retirement Spending   Fargo, ND, January 26, 2015 – As millions of Americans prepare for and enter retirement, it’s natural for many of us to feel worried or concerned about how much money is needed to live comfortably. Despite all of the apprehension, CFP Board Ambassador Paul …

Continue reading »

Dec 29

Market Week for December 29, 2014

Market Week for December 29, 2014   PDF for larger viewing here—>  Market Week December 29 2014  

Dec 26

Have You Been Financially Naughty or Nice This Year?

. Have You Been Financially Naughty or Nice This Year? Fargo Financial Planner, Paul Jarvis,  shares the“Santa Claus Audit,” a guide to evaluating your 2014 financial behavior   Washington, D.C., December 26, 2014 – If Kris Kringle judged consumers by their financial fitness, who would end up on his “Naughty” and “Nice” lists? This year, …

Continue reading »

Dec 10

2014 Year-End Tax Planning Basics

* 2014 Year-End Tax Planning Basics PDF Version Click Here ->Tax Tips   December 10, 2014 AMT triggers You’re more likely to be subject to the AMT if you claim a large number of personal exemptions, deductible medical expenses, state and local taxes, and miscellaneous itemized deductions. Other common triggers include home equity loan interest …

Continue reading »

Older posts «