IFG Viewpoint & Outlook
Financial Literacy College Courses May Become Mandatory
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 22, 2019
Year: 2019
IFG Viewpoint & Outlook
Do You REALLY Want to Invest Like Warren Buffett?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 15, 2019
IFG Viewpoint & Outlook
RMDs Rules About to Change?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 8, 2019
IFG Viewpoint & Outlook
Withdrawal Tax-Traps You Want to Avoid!
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 28, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety – Part II
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 15, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety.
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 1, 2019
IFG Viewpoint & Outlook
College or Retirement: Does a 529 Plan Make Sense?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
May 20, 2019
IFG Viewpoint & Outlook
Are All Financial Advisors “True” Fiduciaries?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
April 29, 2019
Family Issues
Ageing Issues Make Financial Planning More Important than Ever!
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
April 21, 2019
Planning
Retirement Withdrawal Strategy May Need a New Twist!
Jim Lorenzen, CFP®, AIF® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says
April 7, 2019
