Archive

What Does A Tax Strategy Look Like?

There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.

March 11, 2021

Noise vs News

In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.

February 24, 2021

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

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

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

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

Archive

What Does A Tax Strategy Look Like?

Noise vs News

Investment Strategy Is About More Than Returns.

Medicare: Things May Be Worse Than You Think.

To Roll or Not to Roll

RMDs: We’re Baaaack!

Medicare Advantage Plans May Come With Unpleasant Surprises.

Systematic Roth Conversion Strategies Can Be Powerful….

When A Loved One Dies

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

Most Popular:

What Does A Tax Strategy Look Like?

Noise vs News

Investment Strategy Is About More Than Returns.

Medicare: Things May Be Worse Than You Think.

To Roll or Not to Roll

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Jim's Money Blog

What Does A Tax Strategy Look Like?

Noise vs News