
The Road to Retirement = 4 Simple Steps
Jim Lorenzen, CFP®, AIF® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll
Jim Lorenzen, CFP®, AIF® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll
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
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
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.