Planning
A Long Life Is Wonderful When You Can Enjoy It!
Jim Lorenzen, CFP®, AIF® We know we’re living longer; a long life can be wonderful… and some of us get to live better, too. I
December 20, 2017
Archive
Business Owners
How To Avoid the Family Business Wealth Evaporation Trap
Jim Lorenzen, CFP®, AIF® Family business owners face wealth evaporation daily. It’s like glaucoma. You can’t tell it’s happening on a daily basis, but the
December 11, 2017
Inflation
Managing Retirement Income Decisions During Retirement
Jim Lorenzen, CFP®, AIF® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall
November 27, 2017
Business Owners
Business Valuation Matters
Jim Lorenzen, CFP®, AIF® Business valuation matters! And, not just when you plan to sell. Few business owners realize that valuation ‘what-if’s’ can help determine
November 13, 2017
Business Owners
What To Do With Business Sale Proceeds
Jim Lorenzen, CFP®, AIF® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end
October 30, 2017
Business Owners
Business Owners Face Potential Tax Law Changes
Jim Lorenzen, CFP®, AIF® 1954 1986 2017 What do those years have in common? If you guessed those were the years of major tax reform,
October 16, 2017
Business Owners
What Business Owners Need Most!
Jim Lorenzen, CFP®, AIF® Business owners spend long hours for many years trying to build their dream. For many, their business represents 70%, 80%,
October 2, 2017
Family Issues
Beware of Mortgage Loan Scams
Jim Lorenzen, CFP®, AIF® First I want to point out that this post is really courtesy of Senior Deputy Becky Purnell of the Moorpark Police
September 5, 2017
Investing
There’s More than One Path to Retirement Security
Jim Lorenzen, CFP®, AIF® People often think investment strategies for retirement security involve a either/or choices, i.e, risky stocks or savings as a zero-sum choice,
August 29, 2017
Investing
MONEY OR INCOME: Which is most important to you?- Part 3
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do
August 15, 2017
