Two Interesting Investment Strategies – But No Free Lunch.
No investment strategy is without some kind of risk; but, I think this comes close. Take a look:
No investment strategy is without some kind of risk; but, I think this comes close. Take a look:
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
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.
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?
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.
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.
Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!
Jim Lorenzen, CFP®, AIF® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client
Many people believe they should take Social Security early in order to keep from drawing down IRA assets, believing that the longer they can grow the IRA tax-deferred, the better off they’ll be.
Are they wrong? Maybe. Maybe not. Different people are in different circumstances.
There have been some changes to Social Security this year.