Julie Andrews Turns 79! … and does it with a sense of humor.

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James Lorenzen, CFP®, AIF®

This was sent to us by one of my wife’s friends;  I thought you might enjoy it.

To commemorate her 79th birthday , actress/vocalist, Julie Andrews made a special appearance at Manhattan ‘s Radio City Music Hall for a benefit. One of the musical numbers she performed was ‘My Favorite Things’ from the legendary movie‘Sound Of Music’.   Here are the lyrics she used:

(If you sing it, it’s even funnier.)

Botox and nose drops and needles for knitting,
Walkers and handrails and new dental fittings,
Bundles of magazines tied up in string,
These are a few of my favorite things.

Cadillacs and cataracts, hearing aids and glasses,
Polident and Fixodent and false teeth in glasses,
Pacemakers, golf carts and porches with swings,
These are a few of my favorite things.

When the pipes leak, When the bones creak,
When the knees go bad,
I simply remember my favorite things,
And then I don’t feel so bad.

Hot tea and crumpets and corn pads for bunions,
No spicy hot food or food cooked with onions,
Bathrobes and heating pads and hot meals they bring,
These are a few of my favorite things.

Back pain, confused brains and no need for sinnin’,
Thin bones and fractures and hair that is thinnin’,
And we won’t mention our short shrunken frames,
When we remember our favorite things.

When the joints ache, When the hips break,
When the eyes grow dim,,

Then I remember the great life I’ve had,

And then I don’t feel so bad.

(I’m told Ms. Andrews received a standing ovation from the crowd
that lasted over four minutes and repeated encores. )

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® serving private clients since 1991.   Jim is Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

News and Markets Make You Worry?

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Jim Lorenzen, CFP®, AIF®

When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds in those days.  It seemed everyone wanted to buy mutual funds!

In a way, it made sense.  In those days, the large baby-boom demographic bubble was largely made-up of people who were accumulating and in their peak earning years.  Now, however, the story is different.

Growth with some risk seemed okay.  Retirement was still a long ways off.  But, today, the story has changed.  Baby-boomers are getting closer to retirement and other issues are more important:  Security and predictability.

If those issues are important to you, you may enjoy reading our IFGi_Report_Let’s Review that may help put things in perspective for you.  Enjoy!

Jim

 

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Learn more about IFG here!

Become an IFG client!  Don’t play phone-tag; schedule your 15-minute introductory phone call using this convenient scheduler!

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® serving private clients since 1991.   Jim is Founding Principal of The Independent Financial Group, a fee-only registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Best Paying Jobs and Best College Majors

6a017c332c5ecb970b01b8d06393d2970c-320wiMost six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics.

I first learned of this in a piece by Michael Fischer, writing for ThinkAdvisor, an industry trade publication.   I noticed `financial advisor’ didn’t appear on the list – someone must have seen the cars we drive.
Continue reading

Fraudsters Targeting Seniors Chasing Yield

Whenever there’s a crowd chasing a solution, there’s a fraudster willing to take their money.

While inflation has found people at the gas pump and the grocery line, the increased income inflation is supposed to provide has not found its way into Social Security payouts.  This has resulted in many seniors searching desperately for high yield; and, the more desperate they are, the more the fraudsters like it.

The August issue of Retirement Advisor magazine cited a new investor alert from The Financial Industry Regulatory Authority (FINRA) that lists some “red flags” worth noting: Continue reading

The Financial Tool That Solves Many of Life’s Problems!

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There’s more to retirement planning than simply saving money and hoping everything gets covered.  Much more is possible if you know how to use the tools.  

Few people outside the financial industry understand the power of life insurance as a planning tool.  It’s understandable:  When most people think of life insurance, the (often) typical reaction is often something like, “I don’t believe in insurance.  Those big insurance companies are just placing bets and making a lot of money.” Continue reading

Retirement Planning and Denial

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Are boomers in denial when it comes to retirement planning?   While we’ve covered the state of financial illiteracy previously, denial is also all to rampant.

Take a look at the following.  I want to state up-front that I didn’t write the two paragraphs and I’m embarrassed to say I don’t know or remember where I found it – so my apologies to whoever it might be that I’m plagerizing; but, I thought you might find it interesting. Continue reading