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Numerous studies have consistently shown than Americans are ill-prepared for retirement.  401(k)s have apparently failed to provide a solution.

You may be interested in seeing just how pervasive this issue has become.

If that weren’t enough, the increasing national debt coupled with increasing entitlement obligations has made it painfully obvious to many that their taxes just might go up during their retirement years – something unthinkable in the past.

So, what can be done?   Many people are look for a different strategy involving  a solution that eliminates both market risk and potential negative tax-law changes in the future.   I’ve recorded a webinar – it’s about an hour long – that may provide some food for thought for many.   I hope you enjoy it.  You can register and access it here.

Enjoy,

Jim

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Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

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Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.

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