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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

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

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

June 19, 2017

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

The Top 5 Myths of Retirement Planning

Jim Lorenzen, CFP®, AIF® I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with

June 14, 2017

ROLLOVER DECISIONS – THE BEST AND THE WORST

Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s

June 13, 2017

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

SBA Small Business Week Begins April 30th

Jim Lorenzen, CFP®, AIF® Small business webinars will be available the week of April 30th to help celebrate Small Business Week. SBA Secretary Linda McMahon

April 25, 2017

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Get Ready for Some Possible Tax Increases!

August 5, 2024

As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.

Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!

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