Investing
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
Tag: Investment mistakes
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
Annuities
Hidden Surrender Charges
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.
September 14, 2020
Investing
17 Unexpected Retirement Expenses
Jim Lorenzen, CFP®, AIF® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.
October 12, 2016
