Tag: investment planning

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 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

Three Tips for Building Family Wealth

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.

July 6, 2020

Tag: investment planning

Noise vs News

Investment Strategy Is About More Than Returns.

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.

Like the S&P 500 Index?

Does “Bucket Investing” Achieve Goals or Destroy Wealth?

Hidden Surrender Charges

Three Tips for Building Family Wealth

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!

© James Lorenzen. All rights reserved

Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?