Year: 2017

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Investing

Do Advisors Really Add Value?

Jim Lorenzen, CFPÂ®, AIFÂ® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they

February 14, 2017

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Investing

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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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

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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

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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:

IRA Beneficiary Rules for Children are Different.

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

IRA Beneficiary Rules for Children are Different.

May 6, 2025

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.

Year: 2017

Do Advisors Really Add Value?

Can You Reduce Risk By Adding To It?

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:

IRA Beneficiary Rules for Children are Different.

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

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Jim's Money Blog

IRA Beneficiary Rules for Children are Different.

How To Do a 401(k) Rollover.