Tag: Investment mistakes

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

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

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

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

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

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

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17 Unexpected Retirement Expenses

Should You ALWAYS Wait to Claim Social Security Benefits?

Higher Taxes Ahead?

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

Jim's Money Blog

17 Unexpected Retirement Expenses

July 23, 2021

I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.

Should You ALWAYS Wait to Claim Social Security Benefits?

July 15, 2021

There may be times when you might decide it’s worth claiming your Social Security benefits early!

Tag: Investment mistakes

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