Investing
The Road to Retirement = 4 Simple Steps
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
June 22, 2016
Category: Retirement
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
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
June 15, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all
June 15, 2016
Retirement
Final Opportunity To Register
LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our
June 3, 2016
Retirement
Retirement and Social Security
Jim Lorenzen, CFP®, AIF® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care
May 25, 2016
Retirement
Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World
DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it
May 25, 2016
Retirement
RMDs – A Quick 4-Tip Checklist for Baby Boomers
Jim Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
May 11, 2016
Retirement
Taxes in Retirement: A Potential Time-Bomb for Many!
Jim Lorenzen, CFP®, AIF® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an
April 6, 2016
Life Insurance
Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing
March 9, 2016
Retirement
Getting Ready to Change Jobs?
There’s more to changing jobs than simply getting a (hopefully) higher salary. This “One Sheet” will provide you with a list of some additional issues
March 7, 2016
