Year: 2015

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Retirement

Are You ” On-Track ” to a Successful Retirement?

Jim Lorenzen, CFPÂ®, AIFÂ® Retirement successmaynot be as easy to achieve as many think.I attended a conference and heard one speaker relay a story about

September 9, 2015

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Retirement

How Will Rising Interst Rates Affect Your Bond Values?

Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds

August 26, 2015

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Life Insurance

Do YOU Know What Provisional Income Is?

If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re

August 19, 2015

Hand reviewing detailed financial statement.

Retirement

Make Your Own Pension

Jim Lorenzen, CFPÂ®, AIFÂ® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

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Life Insurance

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFPÂ®, AIFÂ® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly

August 3, 2015

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Retirement

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Jim Lorenzen, CFPÂ®, AIFÂ® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed

July 22, 2015

Retirement

Do You Know the 5 Biggest Risks To Your Retirement?

Jim Lorenzen, CFPÂ®, AIFÂ® Do you know what your biggest retirement risks are? Many might think, after watching all the coverage about Greece, computer glitches

July 15, 2015

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Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

Jim Lorenzen, CFPÂ®, AIFÂ® Steven Elwell, a CFPÂ® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,

July 8, 2015

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Uncategorized

Enjoy the 4th!

Jim Lorenzen, CFPÂ®, AIFÂ® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.

July 1, 2015

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IFG Viewpoint & Outlook

Econ. 101-Supply and Demand – and Longevity Credits

Jim Lorenzen, CFPÂ®, AIFÂ® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen

June 24, 2015

Most Popular:

IRA Beneficiary Rules for Children are Different.

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

IRA Beneficiary Rules for Children are Different.

May 6, 2025

You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.

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.

Year: 2015

Are You ” On-Track ” to a Successful Retirement?

How Will Rising Interst Rates Affect Your Bond Values?

Do YOU Know What Provisional Income Is?

Make Your Own Pension

Hidden Secrets of Insurance Company Promises

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Do You Know the 5 Biggest Risks To Your Retirement?

To Roth or Not to Roth – Should You Do a Conversion?

Enjoy the 4th!

Econ. 101-Supply and Demand – and Longevity Credits

Most Popular:

IRA Beneficiary Rules for Children are Different.

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

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Jim's Money Blog

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.