Planning Retirement? Think Hard. Stuff Happens.

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Remember 1966? What if you retired then? Would it have made a difference if you retired in 1967 instead? Can you time retirement? If not, how do you reduce your risk when there's no time to rebuild all over again?

1966 was the year the American public was introduced to Doritos; Chevrolet released the first Camero; Star Trek hit the tv screens and the top song that year was “I’m a Believer” by the Monkees.

It was also the year that William Bengen discovered in his research that 1966 was the worst year for someone to retire!

No one can know when a bad, let alone a “worst”, year will happen. What we do know is we don’t want to outlive our money and end-up broke in our old age.

Is there a way to protect against this? Why not attend my short 22-minute webinar that just might make a world of difference in you planning? You’ll find it here.

Enjoy!

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Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor with clients located in New York, Florida, and California. He is also licensed for insurance as an independent agent under California license 0C00742.

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