by Leif Jensen | Oct 26, 2022 | Estate Planning |
We have all heard the stories of those poor unfortunate saps who forgot the Bitcoin passwords and are thus locked out of their fortunes… Unfortunately, this is a very real concern, losing a password is exactly the same as losing the money. Since Bitcoin and all other...
by Leif Jensen | Oct 4, 2022 | Estate Planning |
Post Retirement Navigator was a piece of software originally designed by Phil Lubinski and developed by All America, sold to one firm and then another only to wither and die. I loved the concept of this software for retirement planning and investing. While you are...
by Leif Jensen | Oct 3, 2022 | Estate Planning, Investing, Money Management |
Do you have a pile of investments you call a nest egg. Or do you have a retirement plan? I have both. The bulk of my investments are in a balanced portfolio that rebalances every quarter and the holdings are reviewed every couple of years. Then I have an E=Trade...
by Leif Jensen | Sep 21, 2022 | Estate Planning, Investing |
Reverse mortgages, you have seen the cheesy commercials where they get an old actor who hasn’t seen a payday on a decade or so, pitch the wonderful benefits to those who had not been lucky enough to plan for their retirement better. A reverse mortgage is a loan. A...
by Leif Jensen | Sep 20, 2022 | Estate Planning, Investing, Money Management |
As a financial professional I am amazed by how many people refuse to have an adult conversation about their financial position or estate planning. My wife has told me repeatedly that she is uncomfortable with the topic and her family never talked about such things. ...
by Leif Jensen | Sep 19, 2022 | Estate Planning, Investing |
You are retired or about to retire and you have all of these different accounts. Some are qualified and some are unqualified, and your eyes roll to the back of your head when you think about untangling all of these accounts. One thing you may not have initially...
