Month: May 2015

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Retirement

Five Times When An Annuity Makes Sense

My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement

May 27, 2015

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Retirement

Are YOU a Target in the Green Book?

Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,

May 20, 2015

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Estate

Did You Think Trusts Were Only for the Wealthy?

Jim Lorenzen, CFPÂ®, AIFÂ® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about

May 6, 2015

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Retirement

Does Time REALLY Reduce Risk? Don’t bet on it.

You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed to

May 6, 2015

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Month: May 2015

Five Times When An Annuity Makes Sense

Are YOU a Target in the Green Book?

Did You Think Trusts Were Only for the Wealthy?

Does Time REALLY Reduce Risk? Don’t bet on it.

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

© James Lorenzen. All rights reserved

Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement