Uncategorized
Should Investing Be Fun?
Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.” – Warren Buffett I’ll never forget visiting with a nice couple
February 1, 2016
Category: Uncategorized
Uncategorized
LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS
Jim Lorenzen, CFP®, AIF® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is
January 26, 2016
Uncategorized
Will the Fed Act To Raise Rates Today?
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
September 17, 2015
Retirement
How Will Rising Interst Rates Affect Your Bond Values?
Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds
August 26, 2015
Life Insurance
To Roth or Not to Roth – Should You Do a Conversion?
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his
July 8, 2015
Uncategorized
Enjoy the 4th!
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
July 1, 2015
Uncategorized
Need to Manage an Inheritance? Here’s Your Checklist!
Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but
June 3, 2015
Retirement
Are YOU a Target in the Green Book?
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
May 20, 2015
Uncategorized
Julie Andrews Turns 79! … and does it with a sense of humor.
James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th
April 1, 2015
