Month: December 2015

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Family Issues

Big Changes in Social Security Claiming

Jim Lorenzen, CFPÂ®, AIFÂ® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will

December 2, 2015

Life Insurance

A Lesson from the Banks

Jim Lorenzen, CFPÂ®, AIFÂ® I think many, if not most, professional advisors would agree that even 99% of”the affluent” make the same mistakes made by

December 1, 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: December 2015

Big Changes in Social Security Claiming

A Lesson from the Banks

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?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement