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Category: Planning

When A Loved One Dies

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!

October 24, 2019

How Can You Manage Your Inheritance?

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!

October 21, 2019

CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy

The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.

October 14, 2019

How To Disinherit Your Unnamed Beneficiary

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 10, 2019

Your IRA Has An Unnamed Beneficiary!

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 7, 2019

Changes To Medicare Plans to Begin Soon!

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

October 3, 2019

I.R.S. RULING MIGHT CREATE TIMING ISSUES

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 30, 2019

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 26, 2019

Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.

Do annuities make sense as an alternative. It depends on what you think your postponed taxes will look like.

September 25, 2019

Worried About the Markets? Maybe you should(n’t) try alternatives.

Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.

September 21, 2019

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!

August 5, 2024

As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.

Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!