Tag: Investment Strategy

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Family Issues

Beware of Mortgage Loan Scams

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

September 5, 2017

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Investing

There’s More than One Path to Retirement Security

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Investing

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

Jim Lorenzen, CFPÂ®, AIFÂ® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do

August 15, 2017

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Investing

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

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

August 8, 2017

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Investing

MONEY OR INCOME: Which is most important to you?

Jim Lorenzen, CFPÂ®, AIFÂ® Which goal is most important to you? – Never running out of retirement money – Never running out of retirement income

August 1, 2017

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Inflation

A Guaranteed Income for Life?

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Inflation

The Provisional Income Trap

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

July 25, 2017

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Family Issues

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

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

July 17, 2017

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Investing

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

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

July 11, 2017

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Inflation

Is the 4% Rule Still Valid?

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

June 19, 2017

Most Popular:

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

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!

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

July 1, 2025

Whether you live locally in Moorpark, Simi Valley, or anywhere else, you may want to consider having a trusted fiduciary financial advisor help with your mid-year review, as you may see.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

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?

Most Popular:

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

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!

© James Lorenzen. All rights reserved

Jim's Money Blog

Do You Have a Mid-Year Financial Planning Strategy for Investors and Fiduciary Advisors.

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda