Tag: Investment Strategy

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Inflation

Retirement and Income Taxes

Jim Lorenzen, CFPÂ®, AIFÂ® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott

June 16, 2017

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Planning

The Top 5 Myths of Retirement Planning

Jim Lorenzen, CFPÂ®, AIFÂ® I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with

June 14, 2017

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Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Jim Lorenzen, CFPÂ®, AIFÂ® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s not

June 13, 2017

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Investing

Think You’re Diversifying Investments? Not Really.

Jim Lorenzen, CFPÂ®, AIFÂ® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell

April 28, 2017

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Investing

17 Unexpected Retirement Expenses

Jim Lorenzen, CFPÂ®, AIFÂ® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.

October 12, 2016

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Investing

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Jim Lorenzen, CFPÂ®, AIFÂ® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly

August 31, 2016

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Retirement

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it

May 25, 2016

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Planning

Can You REDUCE Risk by ADDING Risk?

Jim Lorenzen, CFPÂ®, AIFÂ® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often

May 4, 2016

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

Retirement and Income Taxes

The Top 5 Myths of Retirement Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Think You’re Diversifying Investments? Not Really.

17 Unexpected Retirement Expenses

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

Can You REDUCE Risk by ADDING Risk?

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!

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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