Month: January 2017

Here's an alt tag for the image: Achieving goals, one step at a time.

Life Insurance

Will My Money Last?

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked

January 31, 2017

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Business Owners

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Jim Lorenzen, CFPÂ®, AIFÂ® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I

January 24, 2017

Here's an alt tag for the image: Businesswoman struggling in water, reaching for life preserver.

Investing

Department of Labor Wants Consumers To Know Their Advisor’s Fiduciary Status

Jim Lorenzen, CFPÂ®, AIFÂ® The DOL wants investors to know who their “advisors” are and just how they operate when giving advice to consumers regarding

January 17, 2017

Here's an alt tag for the image: Man with stack of cardboard boxes.

Business Owners

Business Valuation Methods – Which One is Right for You?

Jim Lorenzen, CFPÂ®, AIFÂ® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business

January 10, 2017

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Month: January 2017

Will My Money Last?

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Department of Labor Wants Consumers To Know Their Advisor’s Fiduciary Status

Business Valuation Methods – Which One is Right for You?

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

© James Lorenzen. All rights reserved

Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement