Estate
Here’s Your 10-Point Financial Discussion Checklist!
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
January 13, 2019
Category: Investing
Investing
Should You Graduate From Mutual Funds?
Jim Lorenzen, CFP®, AIF® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,
December 10, 2018
Investing
Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the
June 11, 2018
Investing
How Will Rising Interest Rates Affect Stocks?
Jim Lorenzen, CFP®, AIF® … and what do rising interest rates (and inflation) mean to your long-term success? Maybe less than you think… or is
March 5, 2018
Investing
Why Do Individual Investors Seem to Always Lag Behind Market Returns?
Jim Lorenzen, CFP®, AIF® A recent study by Morningstar, a leading mutual fund research firm, compared mutual fund returns with the gains individual investors actually
February 19, 2018
Investing
Should You Buy TERM Insurance and INVEST the Difference?
Jim Lorenzen, CFP®, AIF® BUY TERM INSURANCE! INVEST THE DIFFERENCE! That’s the mantra that’s been preached (mostly by tv gurus selling their DVDs) since the
February 5, 2018
Annuities
Thinking of Buying An Annuity? Do Your Homework.
Jim Lorenzen, CFP®, AIF® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client portfolios;
January 22, 2018
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
Business Owners
What To Do With Business Sale Proceeds
Jim Lorenzen, CFP®, AIF® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end
October 30, 2017
Business Owners
Business Owners Face Potential Tax Law Changes
Jim Lorenzen, CFP®, AIF® 1954 1986 2017 What do those years have in common? If you guessed those were the years of major tax reform,
October 16, 2017