Month: March 2016

Life Insurance

Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing

March 9, 2016

Here's a short alt tag for the image: `Excited businessman celebrating success at work`

Retirement

Getting Ready to Change Jobs?

There’s more to changing jobs than simply getting a (hopefully) higher salary. This “One Sheet” will provide you with a list of some additional issues

March 7, 2016

Here's a short alt tag for the image: `Hand calculating figures with pen and calculator`

Retirement

A Zero Percent Return Can Be Powerful!

The financial landscape is known for its complexity; and the plethora of confusing financial products – not to mention the alphabet soup of designations and

March 2, 2016

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: March 2016

Getting Ready to Change Jobs?

A Zero Percent Return Can Be Powerful!

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