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Economy

A Slick 2017 Market Outlook Infographic!

Jim Lorenzen, CFPÂ®, AIFÂ® Jim Lorenzen, CFPÂ®, AIFÂ® Here’s an interesting market outlook infographic from Vanguard! Thought you might enjoy seeing it! Just click on

April 4, 2017

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Business Owners

Someone else likes your key employee – Your competition!

Jim Lorenzen, CFPÂ®, AIFÂ® 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

Confident businesswoman, serious expression.

Investing

Should You Buy Term Insurance and Invest the Difference?

Jim Lorenzen, CFPÂ®, AIFÂ® I first heard this mantra in the 1970s. It resurfaced again in the ’80s and again in the 90s. Funny thing

March 22, 2017

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Life Insurance

What’s Your Focus?

Jim Lorenzen, CFPÂ®, AIFÂ® Most people buy life insurance based on the same outdated advice they’ve been given for years. It’s predictable: buy term –

March 14, 2017

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Investing

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Jim Lorenzen, CFPÂ®, AIFÂ® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most

March 8, 2017

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Business Owners

Is Your Business A Ticking Grenade?

Jim Lorenzen, CFPÂ®, AIFÂ® Did you know that as much as 80% to 90% of many business owner’s net worth is tied-up in their businesses?

February 28, 2017

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Business Owners

Trying to Keep Top Talent? This could be your roadmap

Jim Lorenzen, CFPÂ®, AIFÂ® No, that’s no my picture – I wish I were that young and good looking; but he does look like a

February 21, 2017

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Investing

Do Advisors Really Add Value?

Jim Lorenzen, CFPÂ®, AIFÂ® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they

February 14, 2017

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Investing

Can You Reduce Risk By Adding To It?

Jim Lorenzen, CFPÂ®, AIFÂ® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:

February 7, 2017

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Life Insurance

Will My Money Last?

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked

January 31, 2017

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.

Archive

A Slick 2017 Market Outlook Infographic!

Someone else likes your key employee – Your competition!

Should You Buy Term Insurance and Invest the Difference?

What’s Your Focus?

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Is Your Business A Ticking Grenade?

Trying to Keep Top Talent? This could be your roadmap

Do Advisors Really Add Value?

Can You Reduce Risk By Adding To It?

Will My Money Last?

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