Tom’s Blog

Is this “Terrific” Large Growth Fund for you: JENSX?

This article, “A Terrific Large Growth Fund” at Morningstar (M*) concludes: [JENSX] “Jensen Quality Growth’s managers have demonstrated stock-picking acumen over a long period of time.” We nesteggers know that it is very rare that a fund will outperform its peer index fund over

How will lower RMD percentages in 2021 affect you?

The IRS published proposed changes to RMD percentages in November. The rule making process will be completed this year and new, lower RMD percentages will likely take effect for 2021. This post describes those changes and what I think that means for us retirees. My

How will the SECURE Act affect your financial retirement plan?

The SECURE Act, passed in December, brought changes to retirement plans –– and more will come in 2021. This post discusses the SECURE Act and what I think it may mean for you. Next week I’ll describe lower RMD percentages that start in 2021.


Can you be happier by giving money away?

Last week I wrote about four principles for spending on ourselves that makes us happy. The book Happy Money described a fifth principle, Investing in Others, that is obviously different. This post summarizes the main point of this part of the book: you increase your

What experiences will you buy in 2020?

I read this book and liked it: Happy Money: The Science of Happier Spending. The book says we – especially retirees — should think about money differently. The science of happiness tells us we should not view our money as a means to get

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