Tag: managing risk

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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

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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

Most Popular:

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!

IRA Beneficiary Rules for Children are Different.

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.

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

June 19, 2025

Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.

Tag: managing risk

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?

Retirement and Income Taxes

The Top 5 Myths of Retirement Planning

ROLLOVER DECISIONS – THE BEST AND THE WORST

Most Popular:

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!

IRA Beneficiary Rules for Children are Different.

© James Lorenzen. All rights reserved

Jim's Money Blog

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.