Tag: Reducing Risk

Two Interesting Investment Strategies – But No Free Lunch.

No investment strategy is without some kind of risk; but, I think this comes close. Take a look:

June 20, 2022

Planning Retirement? Think Hard. Stuff Happens.

Remember 1966? What if you retired then? Would it have made a difference if you retired in 1967 instead? Can you time retirement? If not, how do you reduce your risk when there’s no time to rebuild all over again?

March 28, 2022

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

How Can You Manage Your Inheritance?

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 21, 2019

CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy

The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.

October 14, 2019

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.

September 26, 2019

Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.

Do annuities make sense as an alternative. It depends on what you think your postponed taxes will look like.

September 25, 2019

Worried About the Markets? Maybe you should(n’t) try alternatives.

Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.

September 21, 2019

Tag: Reducing Risk

Two Interesting Investment Strategies – But No Free Lunch.

Planning Retirement? Think Hard. Stuff Happens.

The Investment Model And It’s Amazing Hidden Powers.

Would You Build A House Without a Blueprint?

How Can You Manage Your Inheritance?

CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy

Getting Ready to Take a RMD? Here’s a 4-Point Checklist.

Worried About the Markets? Maybe you should(n’t) try alternatives – part 2.

Worried About the Markets? Maybe you should(n’t) try alternatives.

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Does SECURE Act 2.0 Create a Stealth Tax?

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Jim's Money Blog

Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?