
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
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
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
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® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall
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
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
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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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® 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® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked
The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.
The Fed’s zero interest-rate policy (ZIRP) resulted in printing money. Quantitative easing (QE) seemed to work as the stock market saw it’s longest bull market in history.