Tag: Retirement Planning

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Investing

TO ROLL? OR, NOT TO ROLL….

Jim Lorenzen, CFPÂ®, AIFÂ® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s

October 20, 2016

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Investing

17 Unexpected Retirement Expenses

Jim Lorenzen, CFPÂ®, AIFÂ® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.

October 12, 2016

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Planning

How Middle-Income Boomers Are Planning For Retirement

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Planning

Retirement Webinar Announcement: This Saturday, October 1st

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

September 26, 2016

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Investing

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Retirement

Optimizing Retirement Income: Combine Actuarial Science with Investments.

You’ve probably heardabout “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

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Retirement

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

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Planning

Pension Plan Retirement Options

Jim Lorenzen, CFPÂ®, AIFÂ® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death

July 13, 2016

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Planning

Rollover Mistakes Could Be Irrevocable!

Jim Lorenzen, CFPÂ®, AIFÂ® 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

Investing

The Road to Retirement = 4 Simple Steps

Jim Lorenzen, CFPÂ®, AIFÂ® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll

June 22, 2016

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 Planning

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

Rollover Mistakes Could Be Irrevocable!

The Road to Retirement = 4 Simple Steps

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.