Estate
Don’t Make These IRA Mistakes!
Jim Lorenzen, CFP®, AIF® Have you reviewed your beneficiary forms lately? You should. IRA mistakes there can’t be fixed after the IRA or plan owner
February 24, 2019
Category: Planning
Estate
Three Quick Tips for Building Family Wealth
Jim Lorenzen, CFP®, AIF® Here are three quick tips you might find helpful: Choose your beneficiaries wisely when allocating inheritance money. Leave tax-deferred accounts (IRAs
February 10, 2019
Estate
Are You Managing Money? Maybe you should be managing risk.
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
January 28, 2019
Estate
Here’s Your 10-Point Financial Discussion Checklist!
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
January 13, 2019
Investing
Should You Graduate From Mutual Funds?
Jim Lorenzen, CFP®, AIF® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,
December 10, 2018
Charitable Giving
Thinking of Giving to Charity? Here are some options for giving!
Jim Lorenzen, CFP®, AIF® Giving to charity? While most anything can be given to charity, these are the more common forms of donated property: Cash:Cash
September 26, 2018
Investing
Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the
June 11, 2018
Family Issues
Your Cash Value Life Insurance Has Value!
Jim Lorenzen, CFP®, AIF® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This
April 16, 2018
Life Insurance
How to Turn a $350,000 IRA into $600,000 for Your Heirs!
Jim Lorenzen, CFP®, AIF® IRS mandated withdrawals from retirement accounts – required minimum distributions (RMDs) – must begin by April following the year people turn
April 2, 2018
Life Insurance
Interested in Charitable Giving? You May Want a Wealth Replacement Trust!
Jim Lorenzen, CFP®, AIF® Charitable giving is a way you can truly leave a legacy beyond our own family; However, believe it or not, few
March 19, 2018