Month: September 2013

Here's an alt tag for the image: Family celebrates birthday outdoors.

Uncategorized

Have You Had “The Talk”?

You know…. the one with your parents… or your children. Not yet? Procrastination is easy. It’s something you can always do later, right? Maybe not.

September 26, 2013

Here's an alt tag for the image: Businessperson struggling, reaching for life preserver.

Uncategorized

Target Date Funds – An Easy Answer?

The problem with easy answers is that easy answers aren’t always the best. The investment industry has many product manufacturers eager to pounce on any

September 19, 2013

Here's an alt tag for the image: `Dollar sign with multiple directional arrows.`

Uncategorized

The Secret To Saving Money on Health Insurance: Buy Smart!

While politicians continue to debate health care, many people are worried about how to afford it. Health insurance has been a hot topic ever since

September 12, 2013

Most Popular:

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

July 1, 2025

Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

Month: September 2013

Have You Had “The Talk”?

Target Date Funds – An Easy Answer?

The Secret To Saving Money on Health Insurance: Buy Smart!

Most Popular:

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

© James Lorenzen. All rights reserved

Jim's Money Blog

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda