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Spend Less or Save More?

May 27, 2018 By Jon Luskin 1 Comment

I was sitting in on a presentation by Nobel Laurette Robert Merton who made the comment that not saving enough money (insufficient savings) is the same thing as spending too much money. Given a fixed income, saving more money means spending less money. And spending less means saving more. Income = Spending + Savings So, telling […]

Why High-Yield Bonds Don’t Make Sense

May 20, 2018 By Jon Luskin 2 Comments

I remember when I was first learning about investing. I was having a conversation with another advisor about high-yield bonds. His approach went something like this: Live off the coupon! If you hold the high-yield bonds forever, who cares if the bonds fluctuate in value!? Don’t Evaluate Assets in Isolation The above logic is rife […]

Buying Four Books of Business: Interview with Richard Fogg

May 1, 2018 By Jon Luskin Leave a Comment

Richard Fogg is President of Pacific Coast Financial Planning Group, an Ameriprise Advisor firm. In his 20 years of experience in the financial services industry, Richard has purchased four distinct financial advisor client books – and has even sold a portion of his own client book as well. In my interview with Fogg, I learned […]

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 […]

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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/GJqMxe3Uoj

Jon Luskin, CFP®
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Rick_FerriRick Ferri, CFA@Rick_Ferri·
12h

I had fun on this interview with Stan the Annuity Man who never once brought up annuities.

https://www.stantheannuityman.com/rickferri-funwithannuities

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MeasureTwiceMNYCody Garrett, CFP®️@MeasureTwiceMNY·
18h

Tomorrow (Wednesday)!

I am sharing the most commonly discovered financial planning opportunities.

https://twitter.com/i/spaces/1ynJOZYDbDzGR

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BlankenshipFPJim Blankenship@BlankenshipFP·
19h

Tax-Loss Harvesting Treasury Bond Index Funds in 2022 #PFshare via @JonLuskin https://jonluskin.com/tax-loss-harvesting-treasury-bond-index-funds-in-2022/

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Jon Luskin is a registered investment adviser in the states of Arizona, California, Louisiana, Massachusetts, New York, North Carolina, Texas, and Washington. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. 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.

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