Tag: Guaranteed Income

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Retirement

Annuity Income May Contain a Hidden Surprise

Jim Lorenzen, CFPÂ®, AIFÂ® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,

August 24, 2016

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Planning

Buying An Annuity? Keep it Simple!

Jim Lorenzen, CFPÂ®, AIFÂ® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,

August 17, 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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Retirement

Make Your Own Pension

Jim Lorenzen, CFPÂ®, AIFÂ® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

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IRA Beneficiary Rules for Children are Different.

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

June 19, 2025

Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

June 5, 2025

What most people don’t realize: There are some important details about how and when these delayed credits are actually added to your benefit.

Tag: Guaranteed Income

Annuity Income May Contain a Hidden Surprise

Buying An Annuity? Keep it Simple!

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

Make Your Own Pension

Most Popular:

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.

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Jim's Money Blog

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss