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
Tag: retirement decisions
Planning
Planning to Roll Your 401(k) to Your Own IRA?
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
November 29, 2016
Investing
Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.
Jim Lorenzen, CFP®, AIF® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my
November 15, 2016
Investing
TO ROLL? OR, NOT TO ROLL….
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s
October 20, 2016
Investing
Thinking of Rolling your 401(k)? This checklist may help!
Jim Lorenzen, CFP®, AIF® Getting ready to leave your company? Considering doing a rollover? This isn’t a decision to be taken lightly. While rolling over
October 18, 2016
Investing
17 Unexpected Retirement Expenses
Jim Lorenzen, CFP®, AIF® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.
October 12, 2016
Planning
Retirement Webinar Announcement: This Saturday, October 1st
I’ll be conducting a retirement webinar this comingSaturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a
September 26, 2016
