Investing
Investment Strategy Is About More Than Returns.
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
February 4, 2021
Author: Jim Lorenzen
Medicare
Medicare: Things May Be Worse Than You Think.
Don’t look now, but there are major real problems ahead for Medicare.
And we’re not talking about the “down the road” distant future.
January 20, 2021
Planning
To Roll or Not to Roll
Rollover advice isn’t always straightforward – it’s often conflicted. There are issues you should address before you act.
January 7, 2021
Planning
RMDs: We’re Baaaack!
RMDs are back for 2021! Make sure you don’t get his with penalties.
December 14, 2020
Medicare
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
Planning
Systematic Roth Conversion Strategies Can Be Powerful….
Do you know what a systematic Roth conversion is? It’s worth knowing!
November 10, 2020
Family Issues
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
Inflation
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
Investing
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
Annuities
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
