Jim Lorenzen, CFP®, AIF® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell
Jim Lorenzen, CFP®, AIF® Small business webinars will be available the week of April 30th to help celebrate Small Business Week. SBA Secretary Linda McMahon
Jim Lorenzen, CFP®, AIF® People are often either surprised to hear that stocks are probably the best inflation hedge they’ll ever find – or they
Jim Lorenzen, CFP®, AIF® Jim Lorenzen, CFP®, AIF® Here’s an interesting market outlook infographic from Vanguard! Thought you might enjoy seeing it! Just click on
Jim Lorenzen, CFP®, AIF® Successful business owners know they’re successful because of their people. Within that group there’s usually one or two key people that
Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny thing
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years. It’s predictable: buy term –
Jim Lorenzen, CFP®, AIF® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most
Jim Lorenzen, CFP®, AIF® Did you know that as much as 80% to 90% of many business owner’s net worth is tied-up in their businesses?
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like a
You’ve just inherited an IRA from someone not your spouse… usually a parent. Guess what! Your rules are different.
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.
