Planning
Planning to Roll Your 401(k) to Your Own IRA?
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
November 29, 2016
Tag: Retirement Strategy
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
Planning
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
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
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
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
Investing
The Road to Retirement = 4 Simple Steps
Jim Lorenzen, CFP®, AIF® 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
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all
June 15, 2016
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