Planning
Planning to Roll Your 401(k) to Your Own IRA?
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
November 29, 2016
Month: November 2016
Uncategorized
Happy Thanksgiving: Should you be thankful for the electoral college?
Jim Lorenzen, CFP®, AIF® You’re probably wondering, “What does the electoral college debate have to do with Thanksgiving? Nothing. It maybe has more to do
November 21, 2016
Investing
Will Your Retirement Money last? Maybe – with the right ‘Late Life Income’ strategy.
Jim Lorenzen, CFP®, AIF® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my
November 15, 2016
Business Owners
Looking for an Easy Bonus Plan for Your Key Employees?
Jim Lorenzen, CFP®, AIF® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.
November 1, 2016
