Family Issues
Your Cash Value Life Insurance Has Value!
Jim Lorenzen, CFP®, AIF® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This
April 16, 2018
Category: Family Issues
Estate
Here’s Your Important Document Checklist!
Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,
January 8, 2018
Family Issues
Beware of Mortgage Loan Scams
Jim Lorenzen, CFP®, AIF® First I want to point out that this post is really courtesy of Senior Deputy Becky Purnell of the Moorpark Police
September 5, 2017
Family Issues
Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seemimportant for old age financial security in my grandparent’s day. They were living at a time when Social
July 17, 2017
Family Issues
Caring for a Loved One at Home? Here are some tips!
Jim Lorenzen, CFP®, AIF® Taking care of family does present its challenges; but, it can extremely rewarding – and a lot of fun! If you’re
October 25, 2016
Estate
Tips for Managing an Inheritance
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
September 7, 2016
Family Issues
The Insurance Illustration Landscape is changing
Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFP®, AIF® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity
February 22, 2016
Estate
HAVE YOU CALLED A FAMILY MEETING?
No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be considered an
February 15, 2016
Family Issues
WOMEN STILL FACE FINANCIAL CHALLENGES
Even though women live longer than men, yet 80% take their Social Security at age 62 when it provides the least benefit! That choice also
January 11, 2016
Family Issues
Big Changes in Social Security Claiming
Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will
December 2, 2015
