Category: Retirement

Business Valuation Matters

Jim Lorenzen, CFP®, AIF® Business valuation matters! And, not just when you plan to sell. Few business owners realize that valuation ‘what-if’s’ can help determine

November 13, 2017

What To Do With Business Sale Proceeds

Jim Lorenzen, CFP®, AIF® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end

October 30, 2017

What Business Owners Need Most!

Jim Lorenzen, CFP®, AIF® Business owners spend long hours for many years trying to build their dream. For many, their business represents 70%, 80%,

October 2, 2017

There’s More than One Path to Retirement Security

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,

August 29, 2017

MONEY OR INCOME: Which is most important to you?- Part 3

Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is what most people want – but are they willing to do

August 15, 2017

MONEY OR INCOME: Which is most important to you?- Part 2

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

August 8, 2017

MONEY OR INCOME: Which is most important to you?

Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of

August 1, 2017

A Guaranteed Income for Life?

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

July 27, 2017

The Provisional Income Trap

… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

July 25, 2017

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

Jim Lorenzen, CFP®, AIF® Generational planning didn’t seem important for old age financial security in my grandparent’s day. They were living at a time when Social

July 17, 2017

Category: Retirement

Business Valuation Matters

What To Do With Business Sale Proceeds

What Business Owners Need Most!

There’s More than One Path to Retirement Security

MONEY OR INCOME: Which is most important to you?- Part 3

MONEY OR INCOME: Which is most important to you?- Part 2

MONEY OR INCOME: Which is most important to you?

A Guaranteed Income for Life?

The Provisional Income Trap

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

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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!

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Get Ready for Some Possible Tax Increases!

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