Month: November 2016

Here's an alt tag for the image: IPM Achiever Brochure PDF.

Planning

Planning to Roll Your 401(k) to Your Own IRA?

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.

November 29, 2016

Uncategorized

Happy Thanksgiving: Should you be thankful for the electoral college?

Jim Lorenzen, CFPÂ®, AIFÂ® You’re probably wondering, “What does the electoral college debate have to do with Thanksgiving? Nothing. It maybe has more to do

November 21, 2016

Here's an alt tag for the image: `Financial freedom: Next exit.`

Investing

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

Jim Lorenzen, CFPÂ®, AIFÂ® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my

November 15, 2016

Here's an alt tag for the image: Teamwork, hands together, success.

Business Owners

Looking for an Easy Bonus Plan for Your Key Employees?

Jim Lorenzen, CFPÂ®, AIFÂ® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.

November 1, 2016

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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!

Jim's Money Blog

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: November 2016

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