Investing
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
Category: Investing
Investing
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 retirement income
August 1, 2017
Inflation
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
Family Issues
Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!
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
July 17, 2017
Investing
How to Diversify Investments – As simple as a pie chart?
Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be
July 11, 2017
Inflation
Is the 4% Rule Still Valid?
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
June 19, 2017
Inflation
Retirement and Income Taxes
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
June 16, 2017
Investing
Think You’re Diversifying Investments? Not Really.
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
April 28, 2017
Inflation
Inflation, Stocks, and Computing Investment Returns
Jim Lorenzen, CFP®, AIF® People are often either surprised to hear that stocks are probably the best inflation hedge they’ll ever find – or they
April 11, 2017
Investing
Should You Buy Term Insurance and Invest the Difference?
Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny thing
March 22, 2017
