[email protected]
Schedule Your Introductory Call
Facebook Twitter Linkedin
Search

Year: 2021

A table with the price of all the new premium plans.
IRAs

How Long Will Your Retirement Money Last?

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!

Read More »
October 21, 2021
A group of people sitting in front of each other.
Family Issues

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.

Read More »
July 23, 2021

Most Popular:

Top Finacial Advisors in Simi Valley

© James Lorenzen. All rights reserved

Twitter Facebook-f Linkedin

Jim's Money Blog

How To Do a 401(k) Rollover.

April 17, 2025

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.

Read More »

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.

Read More »