Planning
Rollover Mistakes Could Be Irrevocable!
Jim Lorenzen, CFP®, AIF® According to Cerulli Associates, rollovers from 401(k)s and other retirement plans will cause IRA assets to reach $12 trillion by 2020,
June 29, 2016
Archive
Investing
The Road to Retirement = 4 Simple Steps
Jim Lorenzen, CFP®, AIF® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll
June 22, 2016
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all
June 15, 2016
Investing
A “Safe” Route to Higher Income in a Rising Rate Environment
Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if
June 7, 2016
Retirement
Final Opportunity To Register
LAST CHANCE TO REGISTER THIS WEBINAR: PLANNING RETIREMENT IN AN UNCERTAIN WORLD Tomorrow, June 4th: 9 a.m. Pacific, noon Eastern Register here and receive our
June 3, 2016
Retirement
Retirement and Social Security
Jim Lorenzen, CFP®, AIF® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care
May 25, 2016
Retirement
Webinar Announcement: NEW DATE FOR WEBINAR – Planning Retirement in an Unpredictable World
DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it
May 25, 2016
Retirement
RMDs – A Quick 4-Tip Checklist for Baby Boomers
Jim Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
May 11, 2016
Planning
Can You REDUCE Risk by ADDING Risk?
Jim Lorenzen, CFP®, AIF® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often
May 4, 2016
