Archive

Econ. 101-Supply and Demand – and Longevity Credits

Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to

June 24, 2015

Will YOUR Money Last?

Jim Lorenzen, CFP®, AIF® When I first entered the advisory business in the early 1990s, financial entertainment television was a new phenomenon. All the tv

June 10, 2015

Need to Manage an Inheritance? Here’s Your Checklist!

Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but

June 3, 2015

Five Times When An Annuity Makes Sense

My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement

May 27, 2015

Are YOU a Target in the Green Book?

Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,

May 20, 2015

Did You Think Trusts Were Only for the Wealthy?

Jim Lorenzen, CFP®, AIF® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about

May 6, 2015

Does Time REALLY Reduce Risk? Don’t bet on it.

You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed

May 6, 2015

What (Many) Life Insurance Agents Won’t Tell You.

Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as

April 15, 2015

Julie Andrews Turns 79! … and does it with a sense of humor.

James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th

April 1, 2015

Adult Children Living at Home? Here are a few tips!

When I grew up – I was an only child – there was my mom, my dad, and me. When I graduated from college, I

March 25, 2015

Most Popular:

Jim's Money Blog

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!

Archive

Most Popular:

© James Lorenzen. All rights reserved