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Year: 2020

RMDs: We’re Baaaack!

RMDs are back for 2021! Make sure you don’t get his with penalties.

December 14, 2020

Medicare Advantage Plans May Come With Unpleasant Surprises.

Maybe you should think twice before buying a Medicare Advantage plan from a football player.

November 30, 2020

Systematic Roth Conversion Strategies Can Be Powerful….

Do you know what a systematic Roth conversion is? It’s worth knowing!

November 10, 2020

When A Loved One Dies

When a loved one dies, it can be a bit chaotic. I remember when my parents passed away, they had lived a very long and happy life.

October 27, 2020

Stock Market Volatility Can Wreak Havoc on 4% Withdrawal Rates.

Often financial planning and wealth management is more about the unknowns in life than the knowns. After years of supporting roles on the Flintstones, Barney and Betty decided to retire from acting in cartoons (it’s hard to be a cartoon character!) and enjoy life.

October 12, 2020

Like the S&P 500 Index?

Like indexing? Like the S&P? You can get an index fund! Sounds good. Let’s face it, most (virtually all) investment management companies fail to beat the S&P index on a consistent basis. We all know that.

October 12, 2020

Does “Bucket Investing” Achieve Goals or Destroy Wealth?

Does the ‘bucket’ approach to allocating assets to life goals make sense—or does it actually destroy wealth? Mentally, bucket investing is simply assigning money to ‘buckets’, i.e. goals

September 28, 2020

Hidden Surrender Charges

I don’t know anyone, certified financial planner professionals included, who is a fan of surrender charges; but, economically they are a fact of life for many products simply to make the offering available and viable for the investment or financial product provider.

September 14, 2020

No RMDs for 2020!

Required minimum distributions (RMDs) have been eliminated for 2020 due to the COVID-19 pandemic; but, you just might want to consider taking a distribution anyway. Why?

August 14, 2020

Three Tips for Building Family Wealth

Most people work long hours for 30+ years trying to build wealth for themselves and their families. These three tips can make it a little easier.

July 6, 2020

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How to Create A Risk-Free Investment Strategy.

Bad Financial Behavior and How to Avoid It!

Planning Your Future Without a Roadmap?

Do Roth Conversions Make Sense if You’re in a High Tax Bracket?

Roth Accounts Provide Many Advantages – But Congress Could Provide the Wild Card.

Jim's Money Blog

How to Create A Risk-Free Investment Strategy.

November 13, 2023

So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.

Bad Financial Behavior and How to Avoid It!

October 20, 2023

Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.

Year: 2020

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