Category: Family Issues

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Family Issues

Your Cash Value Life Insurance Has Value!

Jim Lorenzen, CFPÂ®, AIFÂ® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This

April 16, 2018

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Estate

Here’s Your Important Document Checklist!

Jim Lorenzen, CFPÂ®, AIFÂ® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,

January 8, 2018

Family Issues

Beware of Mortgage Loan Scams

Jim Lorenzen, CFPÂ®, AIFÂ® First I want to point out that this post is really courtesy of Senior Deputy Becky Purnell of the Moorpark Police

September 5, 2017

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Family Issues

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

Jim Lorenzen, CFPÂ®, AIFÂ® Generational planning didn’t seemimportant for old age financial security in my grandparent’s day. They were living at a time when Social

July 17, 2017

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Family Issues

Caring for a Loved One at Home? Here are some tips!

Jim Lorenzen, CFPÂ®, AIFÂ® Taking care of family does present its challenges; but, it can extremely rewarding – and a lot of fun! If you’re

October 25, 2016

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Estate

Tips for Managing an Inheritance

Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on

September 7, 2016

Magnifying glass reveals financial data analysis.

Family Issues

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFPÂ®, AIFÂ® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

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Estate

HAVE YOU CALLED A FAMILY MEETING?

No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be considered an

February 15, 2016

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Family Issues

WOMEN STILL FACE FINANCIAL CHALLENGES

Even though women live longer than men, yet 80% take their Social Security at age 62 when it provides the least benefit! That choice also

January 11, 2016

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Family Issues

Big Changes in Social Security Claiming

Jim Lorenzen, CFPÂ®, AIFÂ® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will

December 2, 2015

Most Popular:

How to Plan for a Tax Free Retirement

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.

How to Plan for a Tax Free Retirement

April 4, 2025

The Big Picture:

For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.

Category: Family Issues

Your Cash Value Life Insurance Has Value!

Here’s Your Important Document Checklist!

Beware of Mortgage Loan Scams

Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!

Caring for a Loved One at Home? Here are some tips!

Tips for Managing an Inheritance

The Insurance Illustration Landscape is changing

HAVE YOU CALLED A FAMILY MEETING?

WOMEN STILL FACE FINANCIAL CHALLENGES

Big Changes in Social Security Claiming

Most Popular:

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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Jim's Money Blog

How To Do a 401(k) Rollover.

How to Plan for a Tax Free Retirement