• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar

Jon Luskin, CFP® ● Hourly Advice for Do-It-Yourself Investors

Hourly Advice for Do-It-Yourself Investors

  • Home
  • About
  • Work with Jon
  • Blog
  • Bogleheads® Live
  • Publications
  • Speaking
  • Reading List

Jon Luskin

Succession Planning Case Study: Bradley Shammas

April 1, 2018 By Jon Luskin Leave a Comment

Bradley Shammas’s began his career at Conaway & Conaway. There, he worked for six years as a paraplanner. Conaway & Conaway sold a variety of commissioned financial products. They also charged financial planning for a fee. The firm hit an issue with compliance that required a break-up of the company. As part of that break-up, Shammas launched […]

When Should You Take Your RMD?

March 15, 2018 By Jon Luskin Leave a Comment

Recently, a client asked if they should be taking their RMDs at the beginning of the year. Given the market’s recent upward performance, a market correction is due, thought the client. By that logic, it should make sense to take the RMD sooner rather than later, right? Perhaps, let’s see what the numbers say. I […]

Financial Planning in Divorce

March 1, 2018 By Jon Luskin Leave a Comment

Financial planning in divorce is something most financial planners will eventually have to deal with. Fortunately, one CFP® professional gave a presentation some divorce financial planning best practices at the FPA of Minneapolis symposium. (As a side note, know that laws do vary by state.) Here are some takeaways from her talk. Use a Balance Sheet for […]

Corporate Bonds vs. U.S. Government Bonds

February 9, 2018 By Jon Luskin 5 Comments

corporate and government bonds provide similar performance when paired with stocks to create a diversified portfolio.

If you haven’t already, please go ahead and put yourself to sleep by reviewing my latest paper in the Journal of Financial Planning. In it, I discuss bond investing – specifically what happens when you pit United States government bonds against corporate bonds. Don’t want to read the paper? I don’t blame you. Here are […]

Should You Seek Out the Small Value Premium if You Hold Bonds?

January 21, 2018 By Jon Luskin Leave a Comment

Dimensional Fund Advisors was one of the first vehicles that gave investors access to the small and value premiums. These premiums enabled investors to earn a higher investment return. But, in investing there is rarely a free lunch – with Modern Portfolio Theory being the rare exception. It was only by bearing the greater risk of […]

Onboarding New Clients from an Exit Plan

December 27, 2017 By Jon Luskin Leave a Comment

How one San Diego financial planning firm structured their team to execute business acquisitions.

If buying a book of business from retiring advisor interests you, know that there are many stages in the Exit planning process: Prospecting for your target acquisition (i.e. go find an advisor looking to retire!) Agreeing to the terms of the sale structure Executing the terms of the deal (i.e. bringing the new clients into […]

  • « Go to Previous Page
  • Go to page 1
  • Interim pages omitted …
  • Go to page 13
  • Go to page 14
  • Go to page 15
  • Go to page 16
  • Go to page 17
  • Go to page 18
  • Go to Next Page »

Primary Sidebar

Is a One-Day Financial Review Right for You?

Get Your Free Assessment ➔

Get in Touch with Jon Luskin, CFP®

  • Email
  • LinkedIn
  • Twitter

Sign Up for New Blog Posts & Podcasts Delivered to Your Inbox

What I’m Reading Right Now

Recent Posts

  • Bogleheads® Live 37: Christine Benz on ‘How much can I spend in retirement?’
  • Bogleheads® Live 36: Mike Piper on ‘After the Death of Your Spouse’
  • Bogleheads® Live 35: Bill Bengen on the 4% Rule of Thumb
  • Bogleheads® Live 34: Cameron Huddleston on talking to your parents about their finances
  • Bogleheads® Live 33: Colleen Jaconetti on Rebalancing Your Portfolio

Categories

  • Bogleheads® Live
  • Bonds
  • Financial Planning
  • FIRE, FI, Early Retirement
  • Investing
  • Practice Management
  • Real Estate Investing
  • Tax Planning

Jon Luskin, CFP® Follow

Hourly Advice for Do-It-Yourself Investors. '@Bogleheads® Live' host. Advice-Only #CFP®. #fiduciary. @SDFLC volunteer. Tweets ≠ Advice. https://t.co/GJqMxem3Cr

JonLuskin
jonluskin Jon Luskin, CFP® @jonluskin ·
1h

Who's got a silly analogy about #investing in municipal #bonds?

This guy!

While you could dine at an all-you-can-eat steakhouse, you may not neccesairly want to.

(1/3)

Reply on Twitter 1621976896022913024 Retweet on Twitter 1621976896022913024 Like on Twitter 1621976896022913024 Twitter 1621976896022913024
jonluskin Jon Luskin, CFP® @jonluskin ·
7h

Secure Act 2.0 thoughts:

With employer Roth contributions now avaiable, will more custodians make Roth individual 401(k)s available as part of their protoype (pre-approved) plans?

Right now, only Vanguard offers Roth individual 401(k)s. (Correct me if I'm wrong.)

#taxes #401k

Reply on Twitter 1621886515000360960 Retweet on Twitter 1621886515000360960 1 Like on Twitter 1621886515000360960 5 Twitter 1621886515000360960
jonluskin Jon Luskin, CFP® @jonluskin ·
3 Feb

All else being equal, owning a big, expensive home can make (early) #retirement more difficult.

Reply on Twitter 1621614627502030849 Retweet on Twitter 1621614627502030849 1 Like on Twitter 1621614627502030849 18 Twitter 1621614627502030849
Load More

Is the One-Day Financial Review right for you?


Get Your Free Assessment ➔

Disclosures & Legal

Jon Luskin is a registered investment adviser in the states of Arizona, California, Florida, Louisiana, Massachusetts, New York, North Carolina, Pennsylvania, Texas, Virginia and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Currently, there are no states where the adviser is not appropriately registered, excluded or exempted from registration – allowing the adviser to work with anyone in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Copyright © 2023