Jim Lorenzen, CFP®, AIF® This past Monday, I retweeted a Fox Business post, Why Your Retirement Savings May Be a Pipedream. A number of my
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two terms often used interchangeably and, as a result, often lead to a lot of confusion; but, the
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all
Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing
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
James Lorenzen, CFP®, AIF® For years we’ve heard about “The 4% Rule”. Of course, that’s when the markets seemed to be going up all the
Jim Lorenzen, CFP®, AIF® I think many, if not most, professional advisors would agree that even 99% of “the affluent” make the same mistakes made by
Jim Lorenzen, CFP®, AIF® Don’t believe beautiful illustrations. They’re based on assumptions that can change. Unless you know the probability of success in advance –
If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re
Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
