Retirement
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
Tag: Retirement Strategy
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
Retirement
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
Planning
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
IFG Viewpoint & Outlook
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
Uncategorized
Should Investing Be Fun?
Jim Lorenzen, CFP®, AIF® “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, 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
Retirement
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
Life Insurance
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
Retirement
Is Your Indexed Annuity a Stock, a Bond, or Something Else?
Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed
July 22, 2015