Longevity risk is real. Accumulating assets for retirement was a lot easier than managing retirement income. Now you practically have to be an actuary to make sure your money doesn’t run out before you do!
Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?
Investment strategy tied to a plan can be powerful. Doing things a little differently can make a big difference.
You’ve been paying on an insurance policy for years. Now, you’ve learned your insurance company – the one that top ratings from all the major ratings services – just went bust – what do you do? What could you have done to protect yourself?
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?
Here’s a $1 million dollar mistake that many, if not most, 20-somethings make – and how it can be avoided.
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!
Jim Lorenzen, CFP®, AIF® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do
Jim Lorenzen, CFP®, AIF® Last week I asked which was most important to you: Never running out of money Never running out of income Whether
