Tag: Reducing Risk

Here's an alt tag for the image: Tax burden outweighing individual.

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

Here's an alt tag for the image: Financial freedom: next exit.

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

Here's an alt tag for the image: `Smart dog accountant at work`

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

Here's an alt tag for the image: `Dollar sign with multiple directional arrows.`

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

Here's an alt tag for the image: `Analyzing financial data with calculator and pen`

Retirement

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heardabout “The 4% Rule” – it’s been an ‘accepted’ rule-of-thumb for years that a retiree could withdraw 4% of his or her initial

August 10, 2016

Here's an alt tag for the image: Businesswoman struggling in water, reaching for life preserver.

Retirement

The 401K Failure

Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby

August 3, 2016

Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

Here's a short alt tag for the image: `Man connecting puzzle pieces`

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

Here's an alt tag for the image: `Fund diversification: less overlap is better.`

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:

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: Reducing Risk

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.

Optimizing Retirement Income: Combine Actuarial Science with Investments.

The 401K Failure

How to Plan for a “Late Life” Income Without Giving Up Control

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

Can You REDUCE Risk by ADDING Risk?

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.