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
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
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
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
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
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
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
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
The financial landscape is known for its complexity; and the plethora of confusing financial products – not to mention the alphabet soup of designations and
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
