Good News: Social Security Isn’t Going Broke.

However we're not out of the woods....

The Bad News: Some benefit cuts may be on the way!

The headlines aren’t new. People have been talking about Social Security going broke for decades. Now with added inflation concerns and the impact of future budget deficits on the outlook for both inflation and taxes, it’s no surprise that more people are concerned about their own retirement plans.

This, of course, is especially important to baby boomers who are nearing what could be thirty years of retirement punctuated with inflation, tax law changes, and uncertain – as if they were ever anything else – markets.

I’ll be addressing those issues in my webinar, What Baby Boomers Need To Know About Retirement Income. You can reserve your spot here.

Jim

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Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  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.

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

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