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.
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
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
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,
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
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far
Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.
The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.” Maybe not; but, if history is
Your candidates likely reside in three camps: Not all advisors are alike; and it’s worth knowing how to tell them apart. While the overwhelming majority
Most six figure jobs require an advanced degree, according to CareerCast, which created a report with data from the Bureau of Labor Statistics. I first
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.