Category: Retirement

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Retirement

Make Your Own Pension

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Life Insurance

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Retirement

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

Retirement

Do You Know the 5 Biggest Risks To Your Retirement?

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

July 15, 2015

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Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

Jim Lorenzen, CFPÂ®, AIFÂ® Steven Elwell, a CFPÂ® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,

July 8, 2015

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IFG Viewpoint & Outlook

Econ. 101-Supply and Demand – and Longevity Credits

Jim Lorenzen, CFPÂ®, AIFÂ® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen

June 24, 2015

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Retirement

Will YOUR Money Last?

Jim Lorenzen, CFPÂ®, AIFÂ® When I first entered the advisory business in the early 1990s, financial entertainment television was a new phenomenon. All the tv

June 10, 2015