I’ll be conducting a retirement webinar this comingSaturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a
The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,
Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on
Jim Lorenzen, CFP®, AIF® Active managers can’t beat their indexes consistently. Who cares? During my 25+years of helping people navigate financial waters, I can honestly
Jim Lorenzen, CFP®, AIF® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,
Jim Lorenzen, CFP®, AIF® The 2016 Retirement Health Care Costs Data Report recently released by Healthview Services found that health care costs are continuing to
Jim Lorenzen, CFP®, AIF® Choosing between pension options can be a difficult task. Choosing an option that guarantees your spouse pension benefits after your death
Jim Lorenzen, CFP®, AIF® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,
Jim Lorenzen, CFP®, AIF® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
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.
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
