Someone else likes your key employee – Your competition!
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
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
Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some
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
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
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
We all know the Fed target is 2% inflation; but, since COVID-19 and all the accompanying spending, it’s been tough going for the Fed. While the rate of inflation has been slowly declining, it’s still stubbornly around 3% – and with people living longer, it can still spell disaster for those facing retirement, especially with longer life expectancies.
Retirement milestones should actually begin the day you leave school and enter the workforce; but few people think about retirement at that age. They’re too busy starting careers. If they achieve early success, they won’t even be worried about retirement. It’s been my experience that it’s after age 50 they come through my door. By that time they’re done with stock tips and chasing rainbows. Age 50 has a way of making all of us start thinking.