Retirement
The 401K Failure
Are we in the midst of a 401(k) failure? Some time ago,PBS aired an excellent program on retirement and how the various generation, including baby
August 3, 2016
Category: Taxes
Planning
Rollover Mistakes Could Be Irrevocable!
Jim Lorenzen, CFP®, AIF® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,
June 29, 2016
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
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
June 15, 2016
Retirement
RMDs – A Quick 4-Tip Checklist for Baby Boomers
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
May 11, 2016
IFG Viewpoint & Outlook
Danger in Future Inflation, Interest Rate, and Tax-Law Changes.
Jim Lorenzen, CFP®, AIF® Back during the 1990s, many Americans, particularly baby-boomers, were focusing on accumulation. Many of us can remember the focus on mutual
April 27, 2016
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
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
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
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