Year: 2015

Big Changes in Social Security Claiming

Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will

December 2, 2015

A Lesson from the Banks

Jim Lorenzen, CFP®, AIF® I think many, if not most, professional advisors would agree that even 99% of “the affluent” make the same mistakes made by

December 1, 2015

Happy Thanksgiving!

November 24, 2015

Is Your Income/Tax Picture Common or Uncommon?

Jim Lorenzen, CFP®, AIF® Is your income common or uncommon? Most of us think our income is pretty normal, according to most of the

November 17, 2015

Inflation (for YOU) May Be Less Than You Think

Jim Lorenzen, CFP®, AIF® While historic inflation rates average a bit over 4% and many people doing their own calculations may be using figures in

November 3, 2015

What Happens to Your Business if Something Happens to YOU?

Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses

October 27, 2015

Insurance Company Ratings May Not Be What They Seem!

Jim Lorenzen, CFP®, AIF® Don’t believe beautiful illustrations. They’re based on assumptions that can change. Unless you know the probability of success in advance –

October 21, 2015

“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

Changing Jobs? You May Have an Important Decision to Make!

What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan? Since these funds were originally intended to help provide

September 29, 2015

Will the Fed Act To Raise Rates Today?

A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.

September 17, 2015

Year: 2015

Big Changes in Social Security Claiming

A Lesson from the Banks

Happy Thanksgiving!

Is Your Income/Tax Picture Common or Uncommon?

Inflation (for YOU) May Be Less Than You Think

What Happens to Your Business if Something Happens to YOU?

Insurance Company Ratings May Not Be What They Seem!

“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”

Changing Jobs? You May Have an Important Decision to Make!

Will the Fed Act To Raise Rates Today?

Most Popular:

Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?