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Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline

Enter Longevity Insurance– But Look Closely Before You Buy. You name the fear, the financial industry will come up with a solution to sell. These

Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,

Did you know thatproperty transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving

Tax brackets have an impact on your choice of funding insurance solutions to meet the needs of closely-held corporations and their shareholders! For example, a

Yousay you own a successful C-corporation with excess cash and you’d like to retire and turn it over to your children and still give money

Simple. Quite often qualified plan contributions, even at the limits, will be inadequate to meet the retirement income needs of highly compensated employees. Executives at

Watch for mutual fund companies to begin touting their 5-year track-records in a race for new assets. That’s because the ‘market meltdown’ happened six years

Investors often purchase annuities without really understanding what they bought, usually because the sometimes over-hyped guarantees sound so good their eyes tend to glaze over.

Ask anyone. Most investors tend to associate risk with loss. But losing money can happen without market risk every day: Congress can raise taxes, inflation