by Leif Jensen | Oct 5, 2022 | Investing, Money Management, Running a Business |
As a small business owner when cash gets tight the first thing to go is the owner’s salary, or at least a portion of it. This may not always be the right thing to do. I know too many who pay themselves so little in wages that their SS benefits are scheduled to be...
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 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 | Aug 8, 2022 | Investing, Money Management, Retirement |
2021 seemingly was the year of Roth conversions. We had multiple clients joint our regulars who do annual conversions. A Roth conversion needs to go directly from brokerage to brokerage with no income limitations as well as no conversion amount limitations. But all...
by Leif Jensen | Aug 2, 2022 | Money Management, Running a Business |
The age-old conundrum of running a business; time versus money. Is your business so new that you don’t have enough clients to occupy all of your time and so no money to get them quickly? if so, you are not the first or the last to be in such a situation. Do you have...
by Leif Jensen | Jun 1, 2022 | Investing, Money Management, Rant |
Recently most cryptocurrencies have fallen to their lowest level since July 2021. The total market capitalization of cryptocurrencies has fallen by more than half since its peak in November 2021. Bitcoin the world’s largest cryptocurrency has fallen to about half of...
