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Tag: Retirement Income

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Jim Lorenzen, CFPÂ®, AIFÂ® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

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Investing

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Jim Lorenzen, CFPÂ®, AIFÂ® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most

March 8, 2017

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Tag: Retirement Income

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?

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement