Inflation
Retirement and Income Taxes
Jim Lorenzen, CFP®, AIF® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott
June 16, 2017
Tag: Reducing Risk
Planning
The Top 5 Myths of Retirement Planning
Jim Lorenzen, CFP®, AIF® I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with
June 14, 2017
Planning
ROLLOVER DECISIONS – THE BEST AND THE WORST
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s not
June 13, 2017
Investing
Think You’re Diversifying Investments? Not Really.
Jim Lorenzen, CFP®, AIF® 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
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
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, CFP®, AIF® 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
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
Planning
Can You REDUCE Risk by ADDING Risk?
Jim Lorenzen, CFP®, AIF® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often
May 4, 2016
