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
Archive
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
Inflation
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
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
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
Planning
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
Planning
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
