Business Owners
Trying to Keep Top Talent? This could be your roadmap
Jim Lorenzen, CFP®, AIF® No, that’s no my picture – I wish I were that young and good looking; but he does look like a
February 21, 2017
Archive
Investing
Do Advisors Really Add Value?
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they
February 14, 2017
Investing
Can You Reduce Risk By Adding To It?
Jim Lorenzen, CFP®, AIF® 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
Life Insurance
Will My Money Last?
Jim Lorenzen, CFP®, AIF® 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
Business Owners
SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.
Jim Lorenzen, CFP®, AIF® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I
January 24, 2017
Investing
Department of Labor Wants Consumers To Know Their Advisor’s Fiduciary Status
Jim Lorenzen, CFP®, AIF® The DOL wants investors to know who their “advisors” are and just how they operate when giving advice to consumers regarding
January 17, 2017
Business Owners
Business Valuation Methods – Which One is Right for You?
Jim Lorenzen, CFP®, AIF® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business
January 10, 2017
Planning
Will My Annuity Income Really Increase?
Jim Lorenzen, CFP®, AIF® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a
December 13, 2016
Economy
Economy Maybe Not So Strong After All
Jim Lorenzen, CFP®, AIF® The new jobs report shows 178,000 jobs were created last month – and much of the media has reported that number;
December 6, 2016
Planning
Planning to Roll Your 401(k) to Your Own IRA?
Jim Lorenzen, CFP®, AIF® Getting ready to retire? Planning to roll your 401(k) into your own IRA? It will pay to do your homework first.
November 29, 2016