Month: August 2013

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Are You Recharging Your Batteries?

Many years ago, back during my days in publishing, I read an exchange between Jack Nicklaus and Lee Trevino – this was when Jack Nicklaus

August 22, 2013

A person looking through a magnifying glass at money.

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Your Doctor’s Business Model May Change Soon

Many doctors are overworked and making less. Now, with Medicare reimbursement revenue being cut, new business models may be on the way. As medical costs have

August 15, 2013

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Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

Jim's Money Blog

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

July 1, 2025

Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

Month: August 2013

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