Tag: Retirement Strategy

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Retirement

Final Opportunity To Register

LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our

June 3, 2016

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Retirement

Retirement and Social Security

Jim Lorenzen, CFPÂ®, AIFÂ® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care

May 25, 2016

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Retirement

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it

May 25, 2016

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Retirement

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Jim Lorenzen, CFPÂ®, AIFÂ® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It

May 11, 2016

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Planning

Can You REDUCE Risk by ADDING Risk?

Jim Lorenzen, CFPÂ®, AIFÂ® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often

May 4, 2016

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IFG Viewpoint & Outlook

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Jim Lorenzen, CFPÂ®, AIFÂ® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual

April 27, 2016

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Uncategorized

Should Investing Be Fun?

Jim Lorenzen, CFPÂ®, AIFÂ® “If you think investing is fun, you’re doing something wrong.” – Warren Buffett I’ll never forget visiting with a nice couple

February 1, 2016

Retirement

“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”

Jim Lorenzen, CFPÂ®, AIFÂ® Sound familiar? If so, it’s because you saw all those television commercials selling safety to a frightened public. After all, all

October 9, 2015

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Retirement

Make Your Own Pension

Jim Lorenzen, CFPÂ®, AIFÂ® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

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Life Insurance

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFPÂ®, AIFÂ® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly

August 3, 2015

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 Strategy

Final Opportunity To Register

Retirement and Social Security

Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World

RMDs – A Quick 4-Tip Checklist for Baby Boomers

Can You REDUCE Risk by ADDING Risk?

Danger in Future Inflation, Interest Rate, and Tax-Law Changes.

Should Investing Be Fun?

“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”

Make Your Own Pension

Hidden Secrets of Insurance Company Promises

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.