Tag: Investment Strategy

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

Business Owners Face Potential Tax Law Changes

Jim Lorenzen, CFP®, AIF® 1954 1986 2017 What do those years have in common? If you guessed those were the years of major tax reform,

October 16, 2017

Tag: Investment Strategy

Investment Strategy Is About More Than Returns.

Three Tips for Building Family Wealth

The Investment Model And It’s Amazing Hidden Powers.

Would You Build A House Without a Blueprint?

Are the Markets On Their Way Back?

Market Crisis in Perspective

Is Inflation on the Horizon?

What To Do With Business Sale Proceeds

Business Owners Face Potential Tax Law Changes

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?