Category: Retirement

Insurance Company Ratings May Not Be What They Seem!

Jim Lorenzen, CFP®, AIF® Don’t believe beautiful illustrations. They’re based on assumptions that can change. Unless you know the probability of success in advance –

October 21, 2015

“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”

Jim Lorenzen, CFP®, AIF® Sound familiar? If so, it’s because you saw all those television commercials selling safety to a frightened public. After all, all

October 9, 2015

Changing Jobs? You May Have an Important Decision to Make!

What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan? Since these funds were originally intended to help provide

September 29, 2015

Are You ” On-Track ” to a Successful Retirement?

Jim Lorenzen, CFP®, AIF® Retirement success may not be as easy to achieve as many think. I attended a conference and heard one speaker relay a story about

September 9, 2015

How Will Rising Interst Rates Affect Your Bond Values?

Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds

August 26, 2015

Do YOU Know What Provisional Income Is?

If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re

August 19, 2015

Make Your Own Pension

Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly

August 3, 2015

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed

July 22, 2015

Do You Know the 5 Biggest Risks To Your Retirement?

Jim Lorenzen, CFP®, AIF® Do you know what your biggest retirement risks are? Many might think, after watching all the coverage about Greece, computer glitches

July 15, 2015

Category: Retirement

Insurance Company Ratings May Not Be What They Seem!

“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”

Changing Jobs? You May Have an Important Decision to Make!

Are You ” On-Track ” to a Successful Retirement?

How Will Rising Interst Rates Affect Your Bond Values?

Do YOU Know What Provisional Income Is?

Make Your Own Pension

Hidden Secrets of Insurance Company Promises

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Do You Know the 5 Biggest Risks To Your Retirement?

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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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