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
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
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,
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is what most people want – but are they willing to do
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
Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of
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
… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe
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
Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be
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
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.