Year: 2020

The Investment Model And It’s Amazing Hidden Powers.

Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.

May 18, 2020

Would You Build A House Without a Blueprint?

If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.

May 4, 2020

How Social Security and Pensions Might Impact How You Arrange Your Nest-Egg.

If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.

April 30, 2020

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

April 20, 2020

Beware: The COVID-19 Scammers are Loose.

IRS Coronavirus resoures

April 6, 2020

IRS Creates a Coronavirus Site

IRS Coronavirus resoures

March 18, 2020

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

The SECURE Act Is A Financial Planning “Game Changer”.

This major change will bring in $15.7 billion in tax revenue by 2029, according to the joint committee on taxation in their report on the bill, H.R. 1994. And, guess whose money they want? Yes, yours.

February 26, 2020

The Stretch IRA is Gone. Now What?

The SECURE Act has changed the game, especially for parents who were planning on leaving substantial nest-eggs to their kids, with the elimination of Stretch IRAs. Uncle Sam may be the biggest beneficiary.

February 8, 2020

Think Giving To Charity Steals From Your Heirs?

Giving to charity doesn’t have to mean your kids get less. You might be able to make everyone happy… except Uncle Sam.

February 3, 2020

Year: 2020

The Investment Model And It’s Amazing Hidden Powers.

Would You Build A House Without a Blueprint?

Are the Markets On Their Way Back?

Beware: The COVID-19 Scammers are Loose.

IRS Creates a Coronavirus Site

Market Crisis in Perspective

The SECURE Act Is A Financial Planning “Game Changer”.

The Stretch IRA is Gone. Now What?

Think Giving To Charity Steals From Your Heirs?

Most Popular:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?