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 –
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
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
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
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
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
If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re
Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire
Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly
Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed
