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Numerous studies have consistently shown than Americans are ill-prepared for retirement. 401(k)s have apparently failed to provide a solution. You may be interested in seeing

March 9, 2016

Getting Ready to Change Jobs?

There’s more to changing jobs than simply getting a (hopefully) higher salary. This “One Sheet” will provide you with a list of some additional issues

March 7, 2016

A Zero Percent Return Can Be Powerful!

The financial landscape is known for its complexity; and the plethora of confusing financial products – not to mention the alphabet soup of designations and

March 2, 2016

The Insurance Illustration Landscape is changing

Should You Believe Insurance Company Illustrations? Jim Lorenzen, CFP®, AIF® Just in case you haven’t heard, Genworth has decided to suspend life insurance and annuity

February 22, 2016

HAVE YOU CALLED A FAMILY MEETING?

No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be

February 15, 2016

SEEKING OPTIMAL RETIREMENT INCOME

James Lorenzen, CFP®, AIF® For years we’ve heard about “The 4% Rule”. Of course, that’s when the markets seemed to be going up all the

February 12, 2016

RETHINKING PRIORITIES? SOME THOUGHTS FOR 2016

Jim Lorenzen, CFP®, AIF® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns

February 9, 2016

Should Investing Be Fun?

Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.”

February 1, 2016

LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS

Jim Lorenzen, CFP®, AIF® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is

January 26, 2016

ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE

Jim Lorenzen, CFP®, AIF® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made

January 19, 2016

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Get Ready for Some Possible Tax Increases!

August 5, 2024

As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.

Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!

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