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 not
June 13, 2017
Archive
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 thing
March 22, 2017
Life Insurance
What’s Your Focus?
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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
Investing
Do You Have A Greedy Business Partner – Even if you don’t own a business.
Jim Lorenzen, CFP®, AIF® 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
Business Owners
Is Your Business A Ticking Grenade?
Jim Lorenzen, CFP®, AIF® 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