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Tag: Investment Strategy

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Investing

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

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Annuities

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

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IFG Viewpoint & Outlook

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

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IFG Viewpoint & Outlook

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

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Annuities

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

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Economy

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

IFG Viewpoint & Outlook

Market Crisis in Perspective

It’s good to have some perspective.

March 10, 2020

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Inflation

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

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Business Owners

What To Do With Business Sale Proceeds

Jim Lorenzen, CFPÂ®, AIFÂ® 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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Business Owners

Business Owners Face Potential Tax Law Changes

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

October 16, 2017

Most Popular:

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

Jim's Money Blog

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

June 5, 2025

What most people don’t realize: There are some important details about how and when these delayed credits are actually added to your benefit.

Five Sneaky Tax Traps – and How You Can Dodge Them!

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

Tag: Investment Strategy

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