
What (Many) Life Insurance Agents Won’t Tell You.
Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as
Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as
James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.