Planning
A Long Life Is Wonderful When You Can Enjoy It!
Jim Lorenzen, CFP®, AIF® We know we’re living longer; a long life can be wonderful… and some of us get to live better, too. I
December 20, 2017
Month: December 2017
Business Owners
How To Avoid the Family Business Wealth Evaporation Trap
Jim Lorenzen, CFP®, AIF® Family business owners face wealth evaporation daily. It’s like glaucoma. You can’t tell it’s happening on a daily basis, but the
December 11, 2017