2021 - The Independent Financial Group

Good News: Social Security Isn’t Going Broke.

However we’re not out of the woods….

November 29, 2021

Social Security Claiming can be Confusing.

Social Security can be confusing; even the hard-working people working in Social Security offices don’t always get it right. Here are the two questions advisors often get asked.

November 15, 2021

Social Security Claiming Mistakes Can Be Expensive.

Social Security claiming mistakes can result in more than just lost income; you might end-up paying thousands in extra taxes later!

November 8, 2021

Do You Have A System for Managing Retirement Income?

Longevity risk is real. Accumulating assets for retirement was a lot easier than managing retirement income. Now you practically have to be an actuary to make sure your money doesn’t run out before you do!

October 22, 2021

How Long Will Your Retirement Money Last?

October 21, 2021

Can Your IRA Grow Too Big?

A Roth conversion for some IRA assets may provide more tax savings than you realize.

September 28, 2021

Social Security Claiming Mistakes Mean Retirees Set To Lose $3.4 Trillion in Retirement Income.

Over half of all Americans expect to live a comfortable retirement and only one third think Social Security will be important to them.

September 14, 2021

Social Security Report Indicates Benefit Cuts May Be On The Way.

The Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds.

September 2, 2021

17 Unexpected Retirement Expenses

I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.

July 23, 2021

Should You ALWAYS Wait to Claim Social Security Benefits?

There may be times when you might decide it’s worth claiming your Social Security benefits early!

July 15, 2021

Year: 2021

Do You Have A System for Managing Retirement Income?

How Long Will Your Retirement Money Last?

Can Your IRA Grow Too Big?

17 Unexpected Retirement Expenses

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Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

© James Lorenzen. All rights reserved

Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?