Lange’s Advice Column


James Lange, CPA / Attorney

Welcome to the Lange Advice Column! Check here for monthly for retirement planning, estate planning, financial and success advice, and other little nuggets of wisdom!

Would you prefer to receive this information and more via email?

Go to the form on the bottom right and sign up for the Lange Financial Group mailing list!

Lange’s Advice Column Issues

October 14th, 2022
Special Advisory Report for Parents of a Child with a Disability Three Critical Steps to Protect Your Child’s Financial Security After You Are Gone…And More

August 31st, 2022
The Most Personal Thing I’ve Ever Written

July 29th, 2022
Roth Conversions While the S&P is Down 13.61% Year to Date?

June 7th, 2022
The Well-Designed Life

May 18th, 2022
Proposed Regulations to SECURE Act Make Roth IRA Conversions Even More Valuable!

April 4th, 2022
What Do 1,000 Doctors Want You To Know?

March 14th, 2022
The Secret: Quantifying the Benefit of Roth IRA Conversions Using the Concept of Purchasing Power

February 1st, 2022
Habits Are Destiny

January 28th, 2022
What I Learned From Getting COVID

December 31st, 2021
Year-End Tax Planning Strategies

November 30th, 2021
Investing in Happiness

October 18, 2021
Spend the Right Money When You Retire

September 30, 2021
Get Jim’s New Book

August 31, 2021
Tax-Loss Harvesting

July 1, 2021
Money Can Buy Happiness

June 8, 2021
Start Planning Now For A Higher Tax Environment

May 6, 2021
The Biggest Financial Mistake You Could Be Making, and How to Fix It!

March 19, 2021
Who Gets What? A Guide to Tax-Savvy Charitable Contributions

February 28, 2021
Advice to Readers That Want to Write a Book

January 31, 2021
Promising Pandemic Safety Protocols

December 2, 2020
Let Your House Pay For Your 2020 Roth IRA Conversion

November 18, 2020
Critical Year-End Tax Strategies

October 29, 2020
Investing In Socially Good is Finally Becoming Profitable

September 30, 2020
Protect Your Family’s Financial Security

August 31, 2020
The Benefits of Combined Strategies

July 14, 2020
Charitable Remainder Trusts Deserve A Second Look After the SECURE Act: Even if Your Primary Goal is Protecting Your Family

June 30, 2020
The Best Estate Plan for Most Married IRA Owners After the SECURE Act

May 1, 2020
Now Is The Best Time to Do a Roth IRA Conversion

April 1, 2020
Tax-Savvy Actions To Take Now in Response to COVID-19

March 6, 2020
Gain Immediate Access to Best-Selling Author James Lange’s New Book and Help Raise a Billion Dollars for Charity

February 5, 2020
Navigating the Complex and Ever-Evolving Medicare Maze to Optimize Choices & Minimize Costs (Part Two)

January 14, 2020
It’s Here. Congress and the President Killed the Stretch IRA

December 18, 2019
Navigating the Complex and Ever-Evolving Medicare Maze to Optimize Choices & Minimize Costs

November 12, 2019
Four Smart, Surprising Health Moves Part Two

October 23, 2019
Four Smart, Surprising Health Moves Part One

September 4, 2019
Summer 2019 SECURE Act Update

August 12, 2019
Five Ways to Protect Your Financial Legacy from The SECURE Act

July 22, 2019
The SECURE Act: A Stinking Pig Wrapped in Ribbon

May 1, 2019
New Trump Tax Laws Make 2019 the Best Year for Millions of Americans to do a Roth IRA Conversion: PART TWO

April 3, 2019
New Trump Tax Laws Make 2019 the Best Year for Millions of Americans to do a Roth IRA Conversion:  PART ONE

March 13, 2019
Lange Financial Group Featured in Forbes Magazine

February 12, 2019
Combat Hate Now

January 3, 2019
What Is The Best Age to Apply For Social Security?

December 26, 2018
A New Year’s Resolution That Will Work

November 13, 2018
The Importance of Personal Umbrella Policies

October 16, 2018
Live Big – Don’t Let Inertia Get in the Way of your Travel Plans

September 6, 2018
Willpower Doesn’t Work

August 27, 2018
The $214,000 Mistake is Number One on Amazon Thanks to You!

July 31, 2018
The $214,000 Mistake: How to Maximize Your Social Security & IRAs

June 14, 2018
Getting Serious About Your Happiness

May 31, 2018
A Point-by-Point Summary of Retirement and Estate Planning

April 24, 2018
The $214,000 Mistake

March 19, 2018
What Advice Would You Offer?

February 2, 2018
Getting a Huge Bang for Your Charitable Buck

January 5, 2018
John Bogle: An Unflawed American Hero

December 1, 2017
Setting Yourself Up for Success!

November 6, 2017
Money Can Buy Happiness!

September 22, 2017
What Does Retirement Mean to You?

August 25, 2017
Index Funds Hit Over $5 Trillion as Investors Get Fed Up with Paying Expensive
Fees to Active Mutual Fund Managers who Often Fail to Beat the Market

August 11, 2017
Focusing on Friends!

July 28, 2017
Roth IRA Conversions: Pay Taxes Once and Never Again – Are You a Two-Marshmallow Person?

July 21, 2017
Don’t Let Congress Legally Take Up to One Third (1/3) or More of Your IRAs and Retirement Plans!

June 30, 2017
The Most Flexible and Best Estate Plan for Most Married Couples

June 9, 2017
Number One Tax Strategy for All Phases of Retirement Planning

May 25, 2017
What Does it Take to Turn a Dream into Reality?

May 16, 2017
The Best Way to Spend Your Money!