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
Category: Retirement
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
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
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
