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
Category: IFG Viewpoint & Outlook
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
Economy
Economy Maybe Not So Strong After All
Jim Lorenzen, CFP®, AIF® The new jobs report shows 178,000 jobs were created last month – and much of the media has reported that number;
December 6, 2016
IFG Viewpoint & Outlook
Danger in Future Inflation, Interest Rate, and Tax-Law Changes.
Jim Lorenzen, CFP®, AIF® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual
April 27, 2016
IFG Viewpoint & Outlook
Econ. 101-Supply and Demand – and Longevity Credits
Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen
June 24, 2015
IFG Viewpoint & Outlook
BAD ADVICE REPEATED BECOMES ACCEPTED KNOWLEDGE
We’ve seen it all our lives; and the older one gets, the more transparent it becomes. Some people simply don’t know what they’re talking about.
March 9, 2015