Tag: Retirement Income

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Inflation

Is Inflation on the Horizon?

So far, tariff-induced inflation simply hasn’t arrived. You’d think if it was going to, it would be here by now. But, are we out of the woods? And, how can you protect yourself?

November 8, 2019

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Investing

The One Million Dollar Mistake.

Here’s a $1 million dollar mistake that many, if not most, 20-somethings make – and how it can be avoided.

November 4, 2019

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Annuities

YOU Are an Acutary!

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 28, 2019

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Inflation

Managing Retirement Income Decisions During Retirement

Jim Lorenzen, CFPÂ®, AIFÂ® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall

November 27, 2017

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Investing

MONEY OR INCOME: Which is most important to you?- Part 3

Jim Lorenzen, CFPÂ®, AIFÂ® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do

August 15, 2017

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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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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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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

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Life Insurance

What’s Your Focus?

Jim Lorenzen, CFPÂ®, AIFÂ® Most people buy life insurance based on the same outdated advice they’ve been given for years. It’s predictable: buy term –

March 14, 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: Retirement Income

Is Inflation on the Horizon?

The One Million Dollar Mistake.

YOU Are an Acutary!

Managing Retirement Income Decisions During Retirement

MONEY OR INCOME: Which is most important to you?- Part 3

MONEY OR INCOME: Which is most important to you?- Part 2

MONEY OR INCOME: Which is most important to you?

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

ROLLOVER DECISIONS – THE BEST AND THE WORST

What’s Your Focus?

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.