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.
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
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.
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.
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.
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.
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.
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?
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
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,
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.