Jim Lorenzen, CFP®, AIF® Do you know what your biggest retirement risks are? Many might think, after watching all the coverage about Greece, computer glitches
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to happen
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
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
My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement
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,
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
You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed to
