Month: January 2016

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Uncategorized

LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS

Jim Lorenzen, CFPÂ®, AIFÂ® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is

January 26, 2016

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Retirement

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Jim Lorenzen, CFPÂ®, AIFÂ® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made

January 19, 2016

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Family Issues

WOMEN STILL FACE FINANCIAL CHALLENGES

Even though women live longer than men, yet 80% take their Social Security at age 62 when it provides the least benefit! That choice also

January 11, 2016

Month: January 2016

LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

WOMEN STILL FACE FINANCIAL CHALLENGES

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