Retirement
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
June 10, 2015
Year: 2015
Uncategorized
Need to Manage an Inheritance? Here’s Your Checklist!
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
June 3, 2015
Retirement
Five Times When An Annuity Makes Sense
My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement
May 27, 2015
Retirement
Are YOU a Target in the Green Book?
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,
May 20, 2015
Estate
Did You Think Trusts Were Only for the Wealthy?
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
May 6, 2015
Retirement
Does Time REALLY Reduce Risk? Don’t bet on it.
You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed to
May 6, 2015
Life Insurance
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
April 15, 2015
Uncategorized
Julie Andrews Turns 79! … and does it with a sense of humor.
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
April 1, 2015
Family Issues
Adult Children Living at Home? Here are a few tips!
When I grew up – I was an only child – there was my mom, my dad, and me. When I graduated from college, I
March 25, 2015
Uncategorized
News and Markets Make You Worry?
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
March 18, 2015