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
Category: Retirement
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
Retirement
A Zero Percent Return Can Be Powerful!
The financial landscape is known for its complexity; and the plethora of confusing financial products – not to mention the alphabet soup of designations and
March 2, 2016
Family Issues
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
Estate
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 considered an
February 15, 2016
Life Insurance
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
Estate
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
Retirement
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
Family Issues
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 also
January 11, 2016