Month: October 2014

Here's an alt tag for the image: Preschool children playing musical instruments.

Uncategorized

What Will Happen To My Child If I’m No Longer Here?

If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far

October 16, 2014

Uncategorized

Another Way of Looking at Risk

Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.

October 9, 2014

Here's an alt tag for the image: Smiling man in suit and glasses.

Uncategorized

The Financial Security Gap

The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.” Maybe not; but, if history is

October 2, 2014

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: October 2014

What Will Happen To My Child If I’m No Longer Here?

Another Way of Looking at Risk

The Financial Security Gap

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