SKV 3 Things
Daily Progress Money Matters
"Recession and Bear Market Next”
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"Investor Type”
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"Divorce”
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"Charitable Tax Tips”
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"Are You Organized?”
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"New IRA Rules”
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"Mixing Politics with Investing”
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"Doing It Yourself Is (Not) So Easy”
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"Timing is Everything in Retirement”
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"Bonds or Bond Future”
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"2-Step Roth Conversion”
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"Concerns Over Aging Parents”
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"Social Security for children”
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"Widows part two”
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"Assisting Grown Children”
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"Bucket Strategy”
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"Budgeting”
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"Capital Gains”
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"International Investing”
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"Longevity Risk”
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"Negativity Trumps Positivity”
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"To Convert Or Not To Convert”
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"Unable To Handle Financial Affaris”
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"Stock Prices and Earnings”
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"Suspend Social Security”
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"Compound Growth”
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"Goals Before Investing”
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"Immediate Widow Concerns”
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"Divorced Spousal Benefits”
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"Inflation”
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"Buffer”
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"Winners Do Nothing”
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"1901b - Dividend Growth”
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"Why Do We Predict”
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SKV Writings
Certified Financial Planning
“I wanted to thump our chests for a moment in reminding you that Jorgen Vik, Partner and I are both Certified Financial Planner™ professionals.”
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Ex-Spouse SS Survivor Benefit
“I was visiting with a client recently who shared with me that her ex-husband had recently died.”
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Making the Most of Social Security
“You better file for social security before it runs out of money.”
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Protecting the Downside
“As you know, I think it is very important to protect the downside with your portfolio by being highly diversified.”
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SSI Spousal Benefit
“With a married couple, only one spouse can claim a Social Security spousal benefit.”
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Who Gets the Points
“So, who gets the points? In my years of coaching, I’ve been amazed at how important credit card loyalty points/airline miles can be to some.”
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401k and Divorce
“Often a 401k plan is one of the more sizeable pools of money that is carved up in a divorce.”
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Property vs. Cash
“Divorce property settlements can often blur the lines between “value” and “worth.”
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Attorney 529 Letter
“Couples with kids generally have two savings buckets –retirement and college.”
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Divorce and a Defined Contribution Plan
“Often the largest marital asset to contend with in a divorce is the defined contribution plan, such as a 401k.”
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Winners Do Nothing
“Doing nothing often leads to the very best of something.”
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Believe History Not Headlines
“Investors” keep perspective, and believe history not headlines.
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Earnings. Earnings. And Earnings.
The S&P 500 was 93 in January 1, 1966, the year of my birth. It is around 2250 today. (and that doesn’t include dividends!)
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This Market is Different
Michael's response to a recent WSJ "doom and gloom" article ...
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Protecting the Downside
As you know, I think it is very important to protect the downside with your portfolio by being highly diversified ...
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Faith. Discipline. Patience.
Can you guess which word in the SKV mantra is my favorite?
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Pessimism Pundits
That whole ride up in the late 1990’s, and the horrible crash fortified within me a commitment that I would
never let my clients get caught up in future new-era euphoria or apocalyptic fear.
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Behavior Management
We speak often about the importance of behavior management when it comes to stock investing.
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This Too Shall Pass
If I could only share a few charts on investing this would definitely be one of them ...
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SKV’s Sweet Sixteen
You are not designed to be a successful investor. You are human ... money is an emotional topic ...
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Time, not Timing
Focus on buy and hold for the long term ...
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What to do in 2017
Tie yourselves to the masts, good people, for here comes the annual siren song of predicting next year’s markets ...
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Brexit
How are you holding up with all the “Brexit” noise? Uncertainty seems to trigger a sell reflex.
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Divorce Preparation
Five important things I encourage people preparing for divorce to do.
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Death or Disability Considerations
What would happen if your ex-spouse died or was disabled?
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Separation or Divorce
The financial pros and cons of getting divorced versus a separation.
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529 Accounts
Couples with kids generally have two savings buckets - retirement and college.
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College Savings
Most colleges examine only the income and assets of the custodial parent ...
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Home
Divorce property settlements can often blur the lines between "value"" and "worth" ...
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Payor vs. Payee
Upfront lump sum payment in lieu of periodic alimony payments?
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QDRO
Stop, drop, don’t roll! (to an IRA.) ...
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Social Security and Family Law
Spousal Social Security benefits eligibility ...
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The Big "D"
Many divorcees were dissatisfied with their financial settlements according to a recent national survey ...
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Social Security Tidbits
More tips related to Social Security ...
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Social Security Tidbits - Fall 2017
More tips related to Social Security ...
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