Tag: Investment Strategy

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

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

The Investment Model And It’s Amazing Hidden Powers.

Few understand the power of the investment allocation model, even in – especially in – times of crisis; but the power can be great when tied to a long-range financial plan.

May 18, 2020

Would You Build A House Without a Blueprint?

If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.

May 4, 2020

How Social Security and Pensions Might Impact How You Arrange Your Nest-Egg.

If you’re receiving Social Security, Pension, or other guaranteed income, you may want to rethink how your nest-egg is arranged for long-term inflation risk.

April 30, 2020

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

April 20, 2020

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

Is Inflation on the Horizon?

So far, tariff-induced inflation simply hasn’t arrived. You’d think if it was going to, it would be here by now. But, are we out of the woods? And, how can you protect yourself?

November 8, 2019

What To Do With Business Sale Proceeds

Jim Lorenzen, CFP®, AIF® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end

October 30, 2017

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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 Strategy

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