Estate
Here’s Your Important Document Checklist!
Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,
January 8, 2018
Tag: Reducing Risk
Family Issues
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
Investing
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
Investing
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 whatmost people want – but are they willing to do
August 15, 2017
Investing
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
Investing
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 retirement income
August 1, 2017
Inflation
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
Inflation
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 that
July 25, 2017
Family Issues
Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!
Jim Lorenzen, CFP®, AIF® 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
Investing
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