For some people, planning for retirement can feel like trying to eat an elephant; but, it doesn’t have to be that way. Before making big decisions, it’s always important to get the ducks lined-up first.
Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!
Jim Lorenzen, CFP®, AIF® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people
Jim Lorenzen, CFP®, AIF® Have you reviewed your beneficiary forms lately? You should. IRA mistakes there can’t be fixed after the IRA or plan owner
Jim Lorenzen, CFP®, AIF® Here are three quick tips you might find helpful: Choose your beneficiaries wisely when allocating inheritance money. Leave tax-deferred accounts (IRAs
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,
Jim Lorenzen, CFP®, AIF® Family business owners face wealth evaporation daily. It’s like glaucoma. You can’t tell it’s happening on a daily basis, but the
Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.
Rise of avocados is a powerful lesson in understanding how markets evolve
