The Lange Report – Lange Financial Group’s Monthly Newsletter

The Lange Report Edition

» July 2022

        • The Most Personal Thing I’ve Ever Written
        • Recipe: Chicken With Oven-Roasted Tomatoes
        • Sudoku

» June 2022

        • Roth Conversions while the S&P is Down 15.57% Year to Date?
        • July 2022 Webinars

» May 2022

        • The Well-Designed Life
        • Invitation to Join Our Launch Team
        • Proposed Regulation of the SECURE Act Make Roth IRA Conversions More Important Than Ever
        • Sudoku

» April 2022

        • What Do 1,000 Doctors Want You to Know?
        • May 2022 Webinars
        • Meet Jen Hall
        • Sudoku

» March 2022

        • Wealth Preservation Solutions for Million-Dollar IRA Owners: The Best Estate Plan, Roth IRA Conversions, Investment Strategies, & More
        • Welcome Dominic Bonaccorsi, CPA, CRPC
        • Free At-Home COVID Tests
        • Sudoku

» February 2022

          • Foreword: Retire Secure for Professors by Burton Malkiel
          • The Power and Importance of Earning Testimonials for A Book
          • WCI Conference Announcement
          • Lange Financial Group Employee Spotlight
          • Ratatouille with Roasted Chicken

» January 2022

          • Upcoming Webinars for Professors
          • What I Learned From COVID

» December 2021

          • 2021 Year-End Tax Planning Strategies
          • The 7 Habits of Highly Effective People

» November 2021

          • Habits are Destiny
          • Upcoming Webinars
          • Year-End Tax Planning Strategies
          • Sodoku
          • Lange’s Pumpkin Patch

» October 2021

        • Investing In Happiness
        • Recipe: Filet Mignon with Garlic Sauce and Roasted Tomatoes
        • Sodoku

» September 2021

        • Spend the Right Money First When You Retire (Including a New Wrinkle in Our Bedrock Principle)
        • Help Us Grow! Seeking Qualified CPAs
        • Almond Chicken Salad
        • Sudoku

» August 2021

        • New Book Coming Soon
        • Upcoming Webinars
        • Webinars and Distance Learning
        • Oops My Bad, With A Sincere Apology

» July 2021

        • Money Can Buy Happiness
        • Home to Combine Great Coffee and Convenience
        • Sudoku
        • Employee Spotlight: Bryan Tann

» June 2021

        • Asset Location and How You Should Invest Different Assets in Different Tax Environments
        • Upcoming Virtual Events

» May 2021

        • Current Trends in the Million-Dollar IRA World
        • Personal News from James Lange
        • CPA Wanted
        • Recipe
        • Employee Spotlight: Welcome Edmund Montoya!

» April 2021

        • The Biggest Financial Mistake You Could Be Making Right Now and How To Fix It
        • Upcoming Webinars!
        • Recipes
        • Sodoku

» March 2021

        • Roth Conversions and the Effects of Medicare Income-Related Monthly Adjustment Amounts (IRMAA)
        • Upcoming Webinars!
        • Sodoku

» February 2021

        • A Guide to Tax-Savvy Charitable Bequests
        • Upcoming Webinars!
        • Jim on Bill Flannagan
        • What’s Going On at the Office and With The Langes?

» December 2020

      • Alice Davis to Retire at the End of the Year
      • Upcoming Webinars!
      • 2020 Year-End Tax Planning Report
      • Stem Cell Update
      • Two Perfect Days at The Grand Canyon

» November 2020

      • Why Your Clients Need to do Roth IRA Conversions Before Year-End
      • Upcoming Webinars!
      • Socially Responsible Investing
      • KN-95 Mask Update

» October 2020

      • Critical Year-End Strategies
      • Webinar Announcements
      • Doing Our Best to Help Combat COVID-19

» September 2020

      • Investing in Social Good is Finally Becoming Profitable
      • Your Notes of Gratitude Are Appreciated
      • Offering You…FOUR Different FREE Webinars this September
      • Sudoku Puzzle
      • Tomatillo Chicken Recipe

» August 2020

        • Protect Your Family’s Financial Security: Read Jim’s New Book
        • A Story of Snowballing Masks
        • Ginger-Lemon Chicken with Spinach

 

» July 2020

      • Socially Responsible Investing and Charitable Giving Techniques
      • The Benefits of Combined Strategies
      • Roasted Garlic with Olive Oil and Rosemary

» April 2020

      • Now Is The Best Time In History to Do a Roth IRA Conversion
      • It’s More Important Than Ever to Stay Connected

» March 2020

      • In Response to COVID-19: Tax Savvy Actions to Take Now
      • An Important Message From James Lange Regarding COVID-19
      • Register Now For Our Highly Revelent Webinar: Tax Savvy Response to COVID-19
      • More Important Than Ever To Stay Connected!
      • Client Corner

» February 2020

      • How Should You Respond to the Recently Passed SECURE Act?
      • IRS Publishes Final Regulations Preventing Clawback of Large Gifts
      • We’re Hiring!
      • February Sudoku Puzzle
      • Recipe for Turkey Burgers
      • Workshops for February 2020

» January 2020

      • It’s Here! Congress and the President Killed the Stretch IRA
      • Finally, A New Year’s Resolution You Can Keep – “I’m Going to Get My Financial House in Order”
      • 2020 Workshop Information
      • Client Corner – Roger Dannenberg

» December 2019

      • Using the QCD Rules to Save Extra Money on Charitable Donations if You Are at Least Age 70 1/2
      • Tax Planning Card and Year-End Tax Letter
      • Pittsburgh Post-Gazette Recognizes the Value of Lange’s Year-End Tax Report and Qualified Charitable Distribution Rules Article
      • 2020 Workshop Information

» November 2019

      • Navigating the Complex and Ever-Evolving Medicare Maze to Optimize Choices & Minimize Costs
      • 2019 Year-End Tax Planning
      • We’re Hiring!
      • November Sudoku Puzzle
      • Recipe for Blueberry-Nut Smoothie
      • Employee Spotlight: John Montoya, Esq.

» October 2019

      • Four Smart, Surprising Health Moves You Can Make Right Now – Part Two
      • Workshop Invitation
      • October Sudoku Puzzle
      • Recipe for Asian-Spiced Salmon Cakes
      • Employee Corner: Eric Emerson

» September 2019

      • Four Smart, Surprising Health Moves You Can Make Right Now – Part One
      • Free Workshops
      • A Special Celebration of 100 Years – Alma Naomi Thomas Burgess

» August 2019

      • The Most Unlikely Insurance Salesmen: Meet the Rolling Stones
      • Free Workshops
      • The Client Corner
      • Soduko
      • Recipe for Thai Chicken Noodle Soup
      • Let’s Test Your Knowledge

» July 2019

      • Five Ways to Protect Your Financial Legacy from the SECURE Act
      • Free Workshops
      • Pet-Friendly Planning: Protecting Your Pet When You’re Gone
      • Introducing… John Montoya, Esp.

» June 2019

      • House Overwhelming Passes Bill that Will Devastate IRA and Retirement Plan Owners
      • Free Workshops
      • Let’s Test Your Knowledge

» May 2019

      • Who Can You Trust For Healthcare Information?
      • Free Workshops
      • The Client Corner
      • Let’s Test Your Knowledge!

» April 2019

      • New Trump Tax Laws Make 2019 The Best Year to Do a Roth IRA Conversion
      • Free Workshops
      • April Soduko Puzzle
      • James Lange on The Morning Blend

» March 2019

      • Jim Lange Featured in Forbes Magazine
      • Workshop Invitation
      • March Soduku Puzzle
      • Recipe for Onion Leek Soup
      • Let’s Test Your Knowledge

» February 2019

      • John C. Bogle: An American Hero, 1929 – 2019
      • Workshop Invitation
      • Easy Steps You Can Take to Combat Hate Now
      • Recipe for Spicy Roasted Peppers & Walnut Dip
      • Let’s Test Your Knowledge

» January 2019

      • Stem Cell Report: One Year Later
      • Workshop Invitation
      • Reduce Inflammation Through Diet
      • Lauri Lang Recipe
      • Sudoku

» December 2018

      • Remembering Where We Were on October 27, 2018
      • Charitable Giving, Good for You and Good for Others
      • Hiring Help for Alice
      • Recipe: Roasted Vegetable Lasagna with Ricotta Cheese
      • Year-End Tax Planning by James Lange CPA/Attorney and Glenn Venturino CPA

» November 2018

      • E Bikes: Cheating or Loads of Fun… Both!
      • The Importance of Personal Umbrella Policies

»October 2018

      • Live Big – Don’t Let Inertia Get in the Way of your Travel Plans
      • A Common-Sense Guide to Hearth Health
      • Upcoming FREE Retirement Workshops

» September 2018

      • The $214,000 Mistake: How to Double Your Social Security and Maximize Your IRAs Hit #1 in Nine Categories on Amazon
      • Willpower Doesn’t Work
      • Sudoku
      • Recipe: Roasted Vegetable Lasagna with Ricotta Cheese

» July 2018

      • How You Can Help 100,000 Retirees Avoid Making a $214,000 Mistake
      • Sudoku Puzzle
      • Salmon Burgers with Pickled Radishes and Avocado

» June 2018

      • Getting Serious About Your Happiness
      • Speaking of Happiness…Consider a California Experience

» May 2018

      • Striving to be the Best Influence
      • A Point-by-Point Summary of the Whole Retirement & Estate Planning Process
      • charity: water
      • Recipe: Green Beans and Almonds

» April 2018

      • Thinking About Your Next Winter Break? Consider Tucson, Arizona!
      • Social Security Book Summary
      • Sudoku
      • Recipe: Bell Pepper Mini Quiches

» March 2018

      • What Advice Would You Offer?
      • Sudoku
      • Recipe: Broiled Salmon with Almond-Dill Sauce

» February 2018

      • Ethical Wills – A Way to Pass Along Wisdom & Values to Your Family
      • 2018 Estate and Trusts: Tax Planning Considerations
      • Sudoku
      • Recipe: Cauliflower “Rice”

» January 2018

      • For Clients Who Suffer from Inflammation and/or an Autoimmune Disease
      • Happy New Year from all of us at Lange Financial Group!
      • Sudoku
      • Recipe: Chicken Salad in Endive Cups

» December 2017

      • The Millennial Challenge
      • Year-End Tax Planning and Lange’s Tax Planning Card
      • Sudoku

» November 2017

      • Money Can Buy Happiness!
      • When Will The Death of the Stretch IRA Pass?
      • KenKen Puzzle
      • Recipe: Fennel Salad with Roasted Cod Fillets

» October 2017

      • A Personal Look at: Stem Cell Therapy for Autoimmune Disease
      • Lessons for the Next Crisis – The 10-Year Anniversary is Upon Us
      • SOS: Save our Stretch! Stop the Sneaky Tax!

» August 2017

      • Oh No, Not Another Book!
      • Should Stock Investors Worry About Changes in Interest Rates?
      • Sudoku Puzzle
      • Recipe: Saturday Night Sushi

» July 2017

      • A Fascinating Life
      • Warning: New Driver! How to Protect Your Family with a Joint Trust Even after You’re Gone
      • Sudoku Puzzle
      • Recipe: Cocoa-Almond Smoothie
      • Fraud Alert: The IRS Will Not Call You to Threaten ANYTHING!

» June 2017

      • What Does it Take to Turn a Dream into Reality?
      • Investment Shock Absorbers
      • Sudoku Puzzle
      • Recipe: Roasted Salmon with Green Beans

» May 2017

      • Pittsburgh Symphony Orchestra Members & Their Personal Recommendations for the New Season
      • Sudoku Puzzle
      • Recipe: Turkey Sausage Patties

» April 2017

      • Focusing on Family & Friends
      • A Question of Balance
      • Sudoku Puzzle
      • Recipe: Taco Salad with Flank Steak

» March 2017

      • Digital Summit in Phoenix with Steve Wozniak
      • KenKen Puzzle
      • Recipe: Salmon Salad Wraps

» February 2017

      • Tax and Retirement Planning Update for January 2017
      • Embracing Technology
      • Sudoku

» January 2017

      • Read This ONLY If You Have More Than $450,000 in Your IRA – The Potential Tax Savings for You and Your Heirs Could be in the Hundreds of Thousands of Dollars!
      • Don’t Fall in the Gap
      • Sudoku
      • Recipe: Asian-Style Beef Stew

» December 2016

      • Settling in for the Long Haul!
      • How to Respond to the Election
      • Three Tips to Save Your Family Time and Money After You Pass
      • Recipe: Swiss Chard with Pine Nuts & Scallions

» November 2016

      • Aloha from Hawaii!
      • It’s not Rocket Science
      • Crossword
      • Recipe: Strawberry, Almond and Coconut Smoothie

» October 2016

      • The Best Way to Spend Your Money
      • Fraud Alert: The IRS Will Not Call or Leave a Message Threatening Anything…
      • Crossword
      • Recipe: Rosemary and Basil Grass-Fed Burgers/Meatballs

» September 2016

      • Setting Yourself Up for Success
      • A View From the Inside
      • Crossword

» August 2016

      • Lange Financial Group Takes Additional Space
        on the Ground Floor of the Current Building
      • Reasons to Be Optimistic After Brexit
      • Crossword
      • Recipe: Creamy Berry Smoothie

» July 2016

      • Let’s Get Smart About Our Health
      • What Is Fiduciary Advice?
      • Zucchini ‘Noodle’ Salad

» June 2016

      • How Seniors Can Get More Out of Their Charitable Donations
      • Magic, Education, and Camaraderie!
      • Consider Adding One Supplement to Your List

» May 2016

      • Why Should You Diversify?
      • How Often Should You Weigh Yourself?
      • Recipe: Southwestern Turkey Chili

» April 2016

      • Important Updates on Recent Changes to the Social Security Rules
      • Retirement Account Beneficiary Designations – The Devil is in the Details
      • The 4 Percent Rule – Can You Still Count on 4 Precent as a Safe Withdrawal Rate?
      • Recipe: Sweet Potato and Kale Patties

» March 2016

      • My Well-Diversified Portfolio Underperformed the S&P Last Year
      • Would You Do Me and Your Friends/Colleagues This Important Favor?
      • One-on-One Training Done Right

» February 2016

      • Roth IRA Conversions Early in 2016 Present Potential Advantages
      • Another Lesson From Toronto — Time Management
      • 2016: Ten Predictions to Count On
      • Critical for married couples between 62 and 70!

» January 2016

      • Lessons Learned in Toronto
      • Secondhand News
      • Lange Family Announcements
      • A New Idea for a Moisturizer
      • A Considerate and Helpful Gift from You to Your Colleagues
      • Just a Few Months Left Until Apply & Suspend is Gone Forever…
      • Recipe: Crustless Asparagus Quiche

» December 2015

      • The Power of Pen and Paper
      • Unhealthy Attachments
      • The Myth of Multitasking
      • Recipe: Chicken With Oven-Roasted Tomatoes
      • Emergency Social Security Audio Presentation Now Available!

» November 2015

      • Social Security Changes that Could Cost Your Family Tens or Hundreds of
        Thousands of Dollars, Unless…
      • Your 2015 Year-End Tax Report is Ready
      • What Exactly is Organic Gardening?
      • Recipe: Clean Cobb Salad

» October 2015

    • Should Investors Sell After a “Correction”?
    • That’s Mulch Better: How to Grow a Fabulous Garden
    • How the Body Celebrates the Change of Seasons
    • Fall Recipe: Gremolata with Almonds