Tag: Retirement Planning

Managing Retirement Income Decisions During Retirement

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

November 27, 2017

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

TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previous post, I had talked about pension options – worth reviewing if that’s

October 20, 2016

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

How Middle-Income Boomers Are Planning For Retirement

Jim Lorenzen, CFP®, AIF® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to

September 28, 2016

Retirement Webinar Announcement: This Saturday, October 1st

I’ll be conducting a retirement webinar this coming Saturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a

September 26, 2016

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

August 31, 2016

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heard about “The 4% Rule” – it’s been an ‘accepted’ rule-of-thumb for years that a retiree could withdraw 4% of his or her initial

August 10, 2016

The 401K Failure

Are we in the midst of a 401(k) failure? Some time ago, PBS aired an excellent program on retirement and how the various generation, including baby

August 3, 2016

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

Tag: Retirement Planning

Managing Retirement Income Decisions During Retirement

Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.

TO ROLL? OR, NOT TO ROLL….

17 Unexpected Retirement Expenses

How Middle-Income Boomers Are Planning For Retirement

Retirement Webinar Announcement: This Saturday, October 1st

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Optimizing Retirement Income: Combine Actuarial Science with Investments.

The 401K Failure

Pension Plan Retirement Options

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Planning Your Future Without a Roadmap?

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Jim's Money Blog

Planning Your Future Without a Roadmap?

Do Roth Conversions Make Sense if You’re in a High Tax Bracket?