Jim Lorenzen, CFP®, AIF®
This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream.
A number of my clients, deciding to help ensure their late-life income needs will be met, have in the past elected to execute a “late life income” strategy – however, they wanted one that would not lock them in to the low rates and liquidity issues that come with annuities.
I created a hypothetical – translate fictitious – Late Life Income “case study” of what such a strategy might look like for the right candidate couple (this may not be right for everyone). You can learn more by getting it here.
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary® serving private clients providing retirement planning and wealth management services since 1991. Jim is Founding Principal of The Independent Financial Group, a registered investment advisor with clients located across the U.S.. He is also licensed for insurance as an independent agent under California license 0C00742. 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.