Category: Retirement

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

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

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

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

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

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

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

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

Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy

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

June 11, 2018

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

Category: Retirement

Interesting Financial Statistics You May Not Know

Retirement Income Knowledge Less Than Believed

Don’t Make These IRA Mistakes!

Three Quick Tips for Building Family Wealth

Are You Managing Money? Maybe you should be managing risk.

Here’s Your 10-Point Financial Discussion Checklist!

Should You Graduate From Mutual Funds?

Thinking of Giving to Charity? Here are some options for giving!

Tax-Advantaged or Tax-Deferred? Do you know the difference?- copy

Your Cash Value Life Insurance Has Value!

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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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Jim's Money Blog

Get Ready for Some Possible Tax Increases!

Will My Money Last?