Month: June 2016

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,

June 29, 2016

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Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll

June 22, 2016

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

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Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

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Investing

A “Safe” Route to Higher Income in a Rising Rate Environment

Jim Lorenzen, CFPÂ®, AIFÂ® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if

June 7, 2016

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Retirement

Final Opportunity To Register

LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our

June 3, 2016

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: June 2016

Rollover Mistakes Could Be Irrevocable!

The Road to Retirement = 4 Simple Steps

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

How to Plan for a “Late Life” Income Without Giving Up Control

A “Safe” Route to Higher Income in a Rising Rate Environment

Final Opportunity To Register

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