Tag: Investment Strategy

Beware of Mortgage Loan Scams

Jim Lorenzen, CFP®, AIF® First I want to point out that this post is really courtesy of Senior Deputy Becky Purnell of the Moorpark Police

September 5, 2017

There’s More than One Path to Retirement Security

Jim Lorenzen, CFP®, AIF® People often think investment strategies for retirement security involve a either/or choices, i.e, risky stocks or savings as a zero-sum choice,

August 29, 2017

MONEY OR INCOME: Which is most important to you?- Part 3

Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is what most people want – but are they willing to do

August 15, 2017

MONEY OR INCOME: Which is most important to you?- Part 2

Jim Lorenzen, CFP®, AIF® Last week I asked which was most important to you: Never running out of money Never running out of income Whether

August 8, 2017

MONEY OR INCOME: Which is most important to you?

Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of

August 1, 2017

A Guaranteed Income for Life?

Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create

July 27, 2017

The Provisional Income Trap

… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

July 25, 2017

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

Jim Lorenzen, CFP®, AIF® Generational planning didn’t seem important for old age financial security in my grandparent’s day. They were living at a time when Social

July 17, 2017

How to Diversify Investments – As simple as a pie chart?

Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be

July 11, 2017

Is the 4% Rule Still Valid?

Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule? It’s about safe withdrawal rates for retirement income. If you’ve been following my pontifications

June 19, 2017

Tag: Investment Strategy

Beware of Mortgage Loan Scams

There’s More than One Path to Retirement Security

MONEY OR INCOME: Which is most important to you?- Part 3

MONEY OR INCOME: Which is most important to you?- Part 2

MONEY OR INCOME: Which is most important to you?

A Guaranteed Income for Life?

The Provisional Income Trap

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

How to Diversify Investments – As simple as a pie chart?

Is the 4% Rule Still Valid?

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Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?