Tag: Retirement Strategy

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

Retirement and Social Security

Jim Lorenzen, CFP®, AIF® 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

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 money in coming years. They’ll need

May 25, 2016

RMDs – A Quick 4-Tip Checklist for Baby Boomers

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

May 11, 2016

Can You REDUCE Risk by ADDING Risk?

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

May 4, 2016

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

Jim Lorenzen, CFP®, AIF® 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

Should Investing Be Fun?

Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.”

February 1, 2016

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

Jim Lorenzen, CFP®, AIF® 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

Make Your Own Pension

Jim Lorenzen, CFP®, AIF® 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

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFP®, AIF® 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

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:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?