Jim Lorenzen, CFP®, AIF® People often think investment strategies for retirement security involve a either/or choices, i.e, risky stocks or savings as a zero-sum choice,
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do
Jim Lorenzen, CFP®, AIF® Last week I asked which was most important to you: Never running out of money Never running out of income Whether
Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of retirement income
Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seemimportant for old age financial security in my grandparent’s day. They were living at a time when Social
Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be
Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule? It’s about safe withdrawal rates for retirement income. If you’ve been following my pontifications over
Jim Lorenzen, CFP®, AIF® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott
Jim Lorenzen, CFP®, AIF® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell
