Year: 2016

Here's an alt tag for the image: Checkbook and pen ready to write.

Investing

17 Unexpected Retirement Expenses

Jim Lorenzen, CFPÂ®, AIFÂ® The Society of Actuaries outlined 17 unexpected or shocking expenses during retirement in its 2015 Risks and Process of Retirement Survey.

October 12, 2016

Here's an alt tag for the image: `Hands reviewing financial documents and charts.`

Investing

Investment Return Figures Can Take Many Forms

Jim Lorenzen, CFPÂ®, AIFÂ® Many years ago a prospective client told me his investment returnshad averaged 25% per year over the past ten years. This

October 5, 2016

Here's an alt tag for the image: `Plan for future, live for now`

Planning

How Middle-Income Boomers Are Planning For Retirement

Jim Lorenzen, CFPÂ®, AIFÂ® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to

September 28, 2016

Here's a short alt tag for the image: `Hands reviewing financial documents and charts`

Planning

Retirement Webinar Announcement: This Saturday, October 1st

I’ll be conducting a retirement webinar this comingSaturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a

September 26, 2016

Here's an alt tag for the image: `Uncle Sam taking bribe from politician`

Investing

What if Retirement Plan Statements Stated the Facts?

The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,

September 21, 2016

Here's an alt tag for the image: `Dollar sign with multiple directional arrows.`

Estate

Tips for Managing an Inheritance

Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on

September 7, 2016

Here's an alt tag for the image: Red leader celebrating with team.

Investing

Guarantees Against Loss Not A Panacea… but maybe still valuable.

Jim Lorenzen, CFPÂ®, AIFÂ® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly

August 31, 2016