Retirement
Are You ” On-Track ” to a Successful Retirement?
Jim Lorenzen, CFP®, AIF® Retirement successmaynot be as easy to achieve as many think.I attended a conference and heard one speaker relay a story about
September 9, 2015
Year: 2015
Retirement
How Will Rising Interst Rates Affect Your Bond Values?
Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds
August 26, 2015
Life Insurance
Do YOU Know What Provisional Income Is?
If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re
August 19, 2015
Retirement
Make Your Own Pension
Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire
August 12, 2015
Life Insurance
Hidden Secrets of Insurance Company Promises
Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly
August 3, 2015
Retirement
Is Your Indexed Annuity a Stock, a Bond, or Something Else?
Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed
July 22, 2015
Retirement
Do You Know the 5 Biggest Risks To Your Retirement?
Jim Lorenzen, CFP®, AIF® Do you know what your biggest retirement risks are? Many might think, after watching all the coverage about Greece, computer glitches
July 15, 2015
Life Insurance
To Roth or Not to Roth – Should You Do a Conversion?
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,
July 8, 2015
Uncategorized
Enjoy the 4th!
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
July 1, 2015
IFG Viewpoint & Outlook
Econ. 101-Supply and Demand – and Longevity Credits
Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen
June 24, 2015