Tag: Guaranteed Income

Annuity Income May Contain a Hidden Surprise

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

August 24, 2016

Buying An Annuity? Keep it Simple!

Jim Lorenzen, CFP®, AIF® 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

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

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

June 7, 2016

Make Your Own Pension

Jim Lorenzen, CFP®, AIF® 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

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

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SECURE Act 2.0: RMD Age Hikes Coming?