Retirement
The 401K Failure
Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby
August 3, 2016
Year: 2016
Planning
HEALTH CARE COSTS MAY EAT HALF OF YOUR SOCIAL SECURITY INCOME
Jim Lorenzen, CFP®, AIF® The 2016 Retirement Health Care Costs Data Report recently released by Healthview Services found that health care costs are continuing to
July 27, 2016
Planning
Pension Plan Retirement Options
Jim Lorenzen, CFP®, AIF® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death
July 13, 2016
Investing
Investment Returns Can Be Misleading.
Jim Lorenzen, CFP®, AIF® This sign represents the off-ramp many pre-retirees are seeking; but, there are usually many unforeseen detours before getting there; and, too
July 6, 2016
Planning
Rollover Mistakes Could Be Irrevocable!
Jim Lorenzen, CFP®, AIF® 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
Investing
The Road to Retirement = 4 Simple Steps
Jim Lorenzen, CFP®, AIF® 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
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
Jim Lorenzen, CFP®, AIF® 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
Investing
A “Safe” Route to Higher Income in a Rising Rate Environment
Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if
June 7, 2016
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