Inflation
Is the 4% Rule Still Valid?
Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule? It’s about safe withdrawal rates for retirement income. If you’ve been following my pontifications
June 19, 2017
Archive
Inflation
Retirement and Income Taxes
Jim Lorenzen, CFP®, AIF® Who better to talk about taxes in retirement and income taxes than a CPA? You may be familiar with Ed Slott
June 16, 2017
Planning
The Top 5 Myths of Retirement Planning
Jim Lorenzen, CFP®, AIF® I came across this video on the Five Myths of Retirement – It’s by Northwestern Mutual. I have no relationship with
June 14, 2017
Planning
ROLLOVER DECISIONS – THE BEST AND THE WORST
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s
June 13, 2017
Investing
Think You’re Diversifying Investments? Not Really.
Jim Lorenzen, CFP®, AIF® Investment diversification, reducing investment risk, may be one of the most misunderstood of investment principles. I’ve seen tv stock gurus tell
April 28, 2017
Business Owners
SBA Small Business Week Begins April 30th
Jim Lorenzen, CFP®, AIF® Small business webinars will be available the week of April 30th to help celebrate Small Business Week. SBA Secretary Linda McMahon
April 25, 2017
Inflation
Inflation, Stocks, and Computing Investment Returns
Jim Lorenzen, CFP®, AIF® People are often either surprised to hear that stocks are probably the best inflation hedge they’ll ever find – or they
April 11, 2017
Economy
A Slick 2017 Market Outlook Infographic!
Jim Lorenzen, CFP®, AIF® Jim Lorenzen, CFP®, AIF® Here’s an interesting market outlook infographic from Vanguard! Thought you might enjoy seeing it! Just click on
April 4, 2017
Business Owners
Someone else likes your key employee – Your competition!
Jim Lorenzen, CFP®, AIF® Successful business owners know they’re successful because of their people. Within that group there’s usually one or two key people that
March 28, 2017
Investing
Should You Buy Term Insurance and Invest the Difference?
Jim Lorenzen, CFP®, AIF® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny
March 22, 2017
