Tag: secure retirement

How Can You Make Your Retirement Money Last?

Making your retirement nest-egg last through retirement isn’t easy. Company pension plans have all but disappeared, which means it’s now up to you to be your own actuary. Unfortunately, it’s not something many are equipped to do.

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A SECURE Act Defense Strategy

Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.

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What’s Your Focus?

Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.   It’s predictable:  buy term

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Will My Money Last?

Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right:  They’ve worked

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