Will YOUR Money Last?
Jim Lorenzen, CFP®, AIF® When I first entered the advisory business in the early 1990s, financial entertainment television was a new phenomenon. All the tv
Jim Lorenzen, CFP®, AIF® When I first entered the advisory business in the early 1990s, financial entertainment television was a new phenomenon. All the tv
Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but
My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
Jim Lorenzen, CFP®, AIF® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about
You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed
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
When I grew up – I was an only child – there was my mom, my dad, and me. When I graduated from college, I
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!