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What Do I Think About This Market? by Jack Moller, CFP®

Submitted by Moller Financial Services on April 22nd, 2021

What Do I Think About This Market? by Jack Moller, CFP®

People often ask me this question.  The short answer is that I have great confidence that the market will head higher over the long term.  In the short term, I really have no idea and don’t really care.  Keeping this “opinion” of mine in mind, I will expand on some of the things that I’m seeing and my corresponding thoughts.

Tags:
  • Economy
  • Financial Planning
  • Investing
  • Jack Moller, CFP®
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Understanding the Medicare Income-Related Monthly Adjustment by Brian Fritzsche, CFP®, CFA, CRPC®

Submitted by Moller Financial Services on March 18th, 2021

This article reviews the additional charges assessed on high earners for their Medicare coverage and details how long-term tax planning can help reduce or eliminate these costs.

Tags:
  • Brian Fritzsche, CFP®, CFA, CRPC®
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Read more

First Generation Financial Planning by Emily Murphy, CFP®

Submitted by Moller Financial Services on January 25th, 2021

This article examines the unique challenges of moving up the generational income ladder. 

Tags:
  • Financial Planning
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Positioned for Regime Change - Staying Truly Diversified by Jack Moller, CFP®

Submitted by Moller Financial Services on January 25th, 2021

Positioned for Regime Change – Staying Truly Diversified

Tags:
  • Economy
  • Financial Planning
  • Investing
  • Jack Moller, CFP®
  • Read more

White Christmas 2020 by Nate Eads, CFP®

Submitted by Moller Financial Services on December 16th, 2020

Nate redoes a holiday classic. 

Tags:
  • Economy
  • Financial Planning
  • Happy Holidays
  • Investing
  • Nate Eads, CFP®
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So Many Topics - What to Choose by Jack Moller, CFP®

Submitted by Moller Financial Services on November 19th, 2020

So Many Topics – What to Choose

Tags:
  • Economy
  • Financial Planning
  • Investing
  • Jack Moller, CFP®
  • Read more

Using Health Savings Accounts to Plan for Retirement by Brian Fritzsche, CFP®, CFA, CRPC®

Submitted by Moller Financial Services on November 19th, 2020

This article describes the Health Savings Account (HSA) in detail and suggests an option for aggressive savers to plan for health care costs in retirement.

Tags:
  • Brian Fritzsche, CFP®, CFA, CRPC®
  • Financial Planning
  • Retirement Planning
  • Tax Planning
  • Read more

Bill Moller – 1927-2020 RIP by Jack Moller, CFP®

Submitted by Moller Financial Services on August 20th, 2020

Bill Moller 1927-2020 RIP

Tags:
  • Economy
  • Financial Planning
  • Investing
  • Jack Moller, CFP®
  • Read more

No More Predictions But Still A Contrarian by Bill Moller

Submitted by Moller Financial Services on August 20th, 2020

No More Predictions but Still a Contrarian

Tags:
  • Economy
  • Investing
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Ever Changing Narratives by Jack Moller, CFP®

Submitted by Moller Financial Services on May 26th, 2020

Ever Changing Narratives

Tags:
  • Economy
  • Financial Planning
  • Investing
  • Jack Moller, CFP®
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Categories

  • Brian Fritzsche, CFP®, CFA, CRPC® (14)
  • College Planning (1)
  • Economy (23)
  • Estate Planning (1)
  • Financial Planning (63)
  • Happy Holidays (9)
  • Investing (22)
  • Jack Moller, CFP® (28)
  • Nancy Fehrenbach, CFP®, CFA (3)
  • Nate Eads, CFP® (23)
  • Retirement Planning (7)
  • Tax Planning (16)

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