Life Insurance
How Can You Manage Your Inheritance?
Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!
October 21, 2019
Category: Taxes
Life Insurance
CDs, Fixed Annuities, and Indexed Annuities Share Some Common Risks- copy
The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.
October 14, 2019
Life Insurance
How To Disinherit Your Unnamed Beneficiary – the I.R.S.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 10, 2019
Life Insurance
Your IRA Has An Unnamed Beneficiary!
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 7, 2019
Planning
Changes To Medicare Plans to Begin Soon!
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
October 3, 2019
Planning
I.R.S. RULING MIGHT CREATE TIMING ISSUES
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 30, 2019
IFG Viewpoint & Outlook
Getting Ready to Take a RMD? Here’s a 4-Point Checklist.
RMDs can present a tax trap for the unwary. Here’s a 4-point checklist to help you avoid the pitfalls.
September 26, 2019
Family Issues
Ageing Issues Make Financial Planning More Important than Ever!
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
April 21, 2019
Planning
Retirement Withdrawal Strategy May Need a New Twist!
Jim Lorenzen, CFP®, AIF® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says
April 7, 2019
Charitable Giving
Thinking of Giving to Charity? Here are some options for giving!
Jim Lorenzen, CFP®, AIF® Giving to charity? While most anything can be given to charity, these are the more common forms of donated property: Cash:Cash
September 26, 2018