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
Tag: retirement mistakes
Investing
Guarantees Against Loss Not A Panacea… but maybe still valuable.
Jim Lorenzen, CFP®, AIF® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly
August 31, 2016
Planning
Pension Plan Retirement Options
Jim Lorenzen, CFP®, AIF® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death
July 13, 2016
Planning
Rollover Mistakes Could Be Irrevocable!
Jim Lorenzen, CFP®, AIF® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,
June 29, 2016