Our Blog: Thoughts on Money
freep: not all designations same
Posted by Capellifs on 04/29/2013
In Sunday’s Detroit Free Press, Susan Tompor (@tompor) wrote an article highlighting quality-disparity among financial designations. In the article titled, “Some Financial Titles Do Not Guarantee Financial Expertise”, Marilyn Capelli Dimitroff, CFP®, President of Capelli Financial Services, Inc., had a …
Value of CFP® Certification
Posted by Capellifs on 04/12/2013
In her role as Certified Financial Planner Board Ambassador, Marilyn Capelli Dimitroff, CFP® serves as a local voice for the non-profit credentialing organization. According to the CFP Board, “CFP Board Ambassadors are CERTIFIED FINANCIAL PLANNER™ professionals, and they will serve …
Tax Aware Investing
Posted by Jason Close, CFA, CFP on 04/09/2013
Tax-Aware Investing Taxes detract from investment returns – what you keep is far more important than what you make. Although true for everyone, this issue is especially applicable to investors in the highest bracket. Ordinary income rates have increased, the …
Client Letter – March 2013
Posted by Marilyn Capelli Dimitroff, CFP® on 03/31/2013
“The only difference between death and taxes is that death doesn’t get worse every time Congress meets.” Will Rogers Behaviorists have long observed that when tax rates exceed 40%, people focus more on avoiding taxes than earning income. This research …
Client Letter – December 2013
Posted by Marilyn Capelli Dimitroff, CFP® on 12/31/2012
It may not feel like it, but 2012 has been the greatest year in the history of the world. That sounds like an extravagant claim, but it is borne out by the evidence. Never has there been less hunger, less …
