Category: Retirement

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFP®, AIF® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

HAVE YOU CALLED A FAMILY MEETING?

No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be

February 15, 2016

SEEKING OPTIMAL RETIREMENT INCOME

James Lorenzen, CFP®, AIF® For years we’ve heard about “The 4% Rule”. Of course, that’s when the markets seemed to be going up all the

February 12, 2016

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

Jim Lorenzen, CFP®, AIF® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns

February 9, 2016

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Jim Lorenzen, CFP®, AIF® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made

January 19, 2016

WOMEN STILL FACE FINANCIAL CHALLENGES

Even though women live longer than men, yet 80% take their Social Security at age 62 when it provides the least benefit! That choice

January 11, 2016

Big Changes in Social Security Claiming

Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will

December 2, 2015

A Lesson from the Banks

Jim Lorenzen, CFP®, AIF® I think many, if not most, professional advisors would agree that even 99% of “the affluent” make the same mistakes made by

December 1, 2015

Is Your Income/Tax Picture Common or Uncommon?

Jim Lorenzen, CFP®, AIF® Is your income common or uncommon? Most of us think our income is pretty normal, according to most of the

November 17, 2015

Inflation (for YOU) May Be Less Than You Think

Jim Lorenzen, CFP®, AIF® While historic inflation rates average a bit over 4% and many people doing their own calculations may be using figures in

November 3, 2015

Category: Retirement

The Insurance Illustration Landscape is changing

HAVE YOU CALLED A FAMILY MEETING?

SEEKING OPTIMAL RETIREMENT INCOME

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

WOMEN STILL FACE FINANCIAL CHALLENGES

Big Changes in Social Security Claiming

A Lesson from the Banks

Is Your Income/Tax Picture Common or Uncommon?

Inflation (for YOU) May Be Less Than You Think

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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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Get Ready for Some Possible Tax Increases!

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