Archive
Is Your Income/Tax Picture Common or Uncommon?
Jim Lorenzen, CFP®, AIF® Is your income common or uncommon? Most of us think our income is pretty normal, according to most of the studies
Inflation (for YOU) May Be Less Than You Think
Jim Lorenzen, CFP®, AIF® While historic inflation rates average a bit over 4% and many people doing their own calculations may be using figures in
What Happens to Your Business if Something Happens to YOU?
Jim Lorenzen, CFP®, AIF® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses
Insurance Company Ratings May Not Be What They Seem!
Jim Lorenzen, CFP®, AIF® Don’t believe beautiful illustrations. They’re based on assumptions that can change. Unless you know the probability of success in advance –
“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”
Jim Lorenzen, CFP®, AIF® Sound familiar? If so, it’s because you saw all those television commercials selling safety to a frightened public. After all, all
Changing Jobs? You May Have an Important Decision to Make!
What to do with your money in an employer-sponsored retirement plan, such as a 401(k) plan? Since these funds were originally intended to help provide
Will the Fed Act To Raise Rates Today?
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
Are You ” On-Track ” to a Successful Retirement?
Jim Lorenzen, CFP®, AIF® Retirement successmaynot be as easy to achieve as many think.I attended a conference and heard one speaker relay a story about
How Will Rising Interst Rates Affect Your Bond Values?
Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds
