Category: Planning

Should You Buy Term Insurance and Invest the Difference?

Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny

March 22, 2017

What’s Your Focus?

Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

March 14, 2017

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Jim Lorenzen, CFP®, AIF® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most

March 8, 2017

Is Your Business A Ticking Grenade?

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?

February 28, 2017

Do Advisors Really Add Value?

Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some

February 14, 2017

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFP®, AIF® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is

February 7, 2017

Will My Money Last?

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

January 31, 2017

Business Valuation Methods – Which One is Right for You?

Jim Lorenzen, CFP®, AIF® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business

January 10, 2017

Will My Annuity Income Really Increase?

Jim Lorenzen, CFP®, AIF® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a

December 13, 2016

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

Category: Planning

Should You Buy Term Insurance and Invest the Difference?

What’s Your Focus?

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Is Your Business A Ticking Grenade?

Do Advisors Really Add Value?

Can You Reduce Risk By Adding To It?

Will My Money Last?

Business Valuation Methods – Which One is Right for You?

Will My Annuity Income Really Increase?

Economy Maybe Not So Strong After All

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Get Ready for Some Possible Tax Increases!

Will My Money Last?

Protecting Wealth from Inflation

Key Retirement Milestones

Want to Defer RMD Taxable Income? Try a QLAC!

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Get Ready for Some Possible Tax Increases!

Will My Money Last?