Tag: Taxes in retirement

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Investing

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFPÂ®, AIFÂ® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:

February 7, 2017

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Life Insurance

Will My Money Last?

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

January 31, 2017

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Investing

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

Jim Lorenzen, CFPÂ®, AIFÂ® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the

October 27, 2016

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Planning

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

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

June 15, 2016

Tag: Taxes in retirement

Can You Reduce Risk By Adding To It?

Will My Money Last?

Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?

RMD’s: A Quick 4-Tip Checklist for Baby Boomers

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The Future of Social Security

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Jim's Money Blog

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole