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
Tag: Retirement Planning
Life Insurance
CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy
The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.
October 14, 2019
Life Insurance
How To Disinherit Your Unnamed Beneficiary – the I.R.S.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 10, 2019
Life Insurance
Your IRA Has An Unnamed Beneficiary!
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 7, 2019
Planning
Changes To Medicare Plans to Begin Soon!
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 3, 2019
Planning
I.R.S. RULING MIGHT CREATE TIMING ISSUES
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 30, 2019
IFG Viewpoint & Outlook
Getting Ready to Take a RMD? Here’s a 4-Point Checklist.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 26, 2019
Inflation
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
Investing
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
Investing
TO ROLL? OR, NOT TO ROLL….
Jim Lorenzen, CFP®, AIF® Getting ready to pull the retirement cord? In a previouspost, I had talked about pension options – worth reviewing if that’s
October 20, 2016