Family Issues
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
Month: December 2015
Life Insurance
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