Category: Investing

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Investing

What if Retirement Plan Statements Stated the Facts?

The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,

September 21, 2016

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Estate

Tips for Managing an Inheritance

Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on

September 7, 2016

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Investing

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Jim Lorenzen, CFPÂ®, AIFÂ® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly

August 31, 2016

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Investing

Investment Returns Can Be Misleading.

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Investing

A “Safe” Route to Higher Income in a Rising Rate Environment

Jim Lorenzen, CFPÂ®, AIFÂ® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if

June 7, 2016

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

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.

The Future of Social Security

March 17, 2025

During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.

Category: Investing

What if Retirement Plan Statements Stated the Facts?

Tips for Managing an Inheritance

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Investment Returns Can Be Misleading.

The Road to Retirement = 4 Simple Steps

A “Safe” Route to Higher Income in a Rising Rate Environment

Most Popular:

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

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Jim's Money Blog

How to Plan for a Tax Free Retirement

The Future of Social Security