Investing
Do Advisors Really Add Value?
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they
February 14, 2017
Year: 2017
Investing
Can You Reduce Risk By Adding To It?
Jim Lorenzen, CFP®, AIF® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:
February 7, 2017
Life Insurance
Will My Money Last?
Jim Lorenzen, CFP®, AIF® 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
Business Owners
SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.
Jim Lorenzen, CFP®, AIF® 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
Investing
Department of Labor Wants Consumers To Know Their Advisor’s Fiduciary Status
Jim Lorenzen, CFP®, AIF® The DOL wants investors to know who their “advisors” are and just how they operate when giving advice to consumers regarding
January 17, 2017
Business Owners
Business Valuation Methods – Which One is Right for You?
Jim Lorenzen, CFP®, AIF® 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
