Month: October 2015

Here's an alt tag for the image: Busy businessman multitasking with phone, laptop, and briefcase.

Business Owners

What Happens to Your Business if Something Happens to YOU?

Jim Lorenzen, CFPÂ®, AIFÂ® 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

A golf course with trees and water in the background.

Life Insurance

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

Retirement

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

Month: October 2015

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!”

Most Popular:

Should I Do a 401(k) to IRA rollover?

How to Retire in an Inflationary World

A Roth Conversion Strategy is One Way to Pay Less Tax in Retirement. There are others!

Will My Retirement Savings Last?

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Jim's Money Blog

Should I Do a 401(k) to IRA rollover?

How to Retire in an Inflationary World