IFG Viewpoint & Outlook
RMDs Rules About to Change?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
July 8, 2019
Category: Planning
IFG Viewpoint & Outlook
Withdrawal Tax-Traps You Want to Avoid!
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 28, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety – Part II
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 15, 2019
IFG Viewpoint & Outlook
Alternative Investments (“alts”) and The Flight to Safety.
The financial planning profession has changed dramatically since I opened my first office in 1991; but, the financial services industry – not to be confused with the profession that operates alongside it – seems to have changed little, though it’s changed a lot. What? I’ll explain.
June 1, 2019
IFG Viewpoint & Outlook
College or Retirement: Does a 529 Plan Make Sense?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
May 20, 2019
IFG Viewpoint & Outlook
Are All Financial Advisors “True” Fiduciaries?
Not everyone is a true fiduciary. See what a search firm that specializes in this area has to say.
April 29, 2019
Family Issues
Ageing Issues Make Financial Planning More Important than Ever!
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
April 21, 2019
Planning
Retirement Withdrawal Strategy May Need a New Twist!
Jim Lorenzen, CFP®, AIF® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says
April 7, 2019
Planning
Interesting Financial Statistics You May Not Know
Jim Lorenzen, CFP®, AIF® I came across some interesting stats in the most recent Journal of Financial Planning; I thought you might find a few
March 21, 2019
Estate
Retirement Income Knowledge Less Than Believed
Jim Lorenzen, CFP®, AIF® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people
March 10, 2019