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RMD’s: A Quick 4-Tip Checklist for Baby Boomers

James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

June 15, 2016

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

A “Safe” Route to Higher Income in a Rising Rate Environment

Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if

June 7, 2016

Final Opportunity To Register

LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our

June 3, 2016

Retirement and Social Security

Jim Lorenzen, CFP®, AIF® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care

May 25, 2016

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more money in coming years. They’ll need

May 25, 2016

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Jim Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

May 11, 2016

Can You REDUCE Risk by ADDING Risk?

Jim Lorenzen, CFP®, AIF® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often

May 4, 2016

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Jim Lorenzen, CFP®, AIF® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual

April 27, 2016

Taxes in Retirement: A Potential Time-Bomb for Many!

Jim Lorenzen, CFP®, AIF® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an

April 6, 2016

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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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