Tag: Financial Security

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Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll

June 22, 2016

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Investing

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

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

June 7, 2016

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IFG Viewpoint & Outlook

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

Most Popular:

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No Tax on Social Security Benefits?

“How Can I Increase My Social Security Benefit?”

February 27, 2025

Not so long ago, baby boomers viewed Social Security as a retirement program for old folks. High-earning boomers felt that Social Security didn’t apply to them because the monthly checks were small, and they believed the system wouldn’t be around when they retired.

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

Tag: Financial Security

The Road to Retirement = 4 Simple Steps

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

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

Most Popular:

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

© James Lorenzen. All rights reserved

Jim's Money Blog

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.