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

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

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.

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:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement