Life Insurance
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
Archive
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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
Family Issues
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
Uncategorized
News and Markets Make You Worry?
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
March 18, 2015
IFG Viewpoint & Outlook
BAD ADVICE REPEATED BECOMES ACCEPTED KNOWLEDGE
We’ve seen it all our lives; and the older one gets, the more transparent it becomes. Some people simply don’t know what they’re talking about.
March 9, 2015
IFG Viewpoint & Outlook
March 2015 IFG Viewpoint & Outlook
Here’s IFG’s March 2015 Viewpoint and Outlook. It should serve as a “heads up” for those of you over age 50, for whom retirement planning
March 5, 2015
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What Will Happen To My Child If I’m No Longer Here?
If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far
October 16, 2014
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Another Way of Looking at Risk
Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.
October 9, 2014
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The Financial Security Gap
The Disconnect Between Illusion and Reality Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.” Maybe not; but, if history is
October 2, 2014
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Who’s Looking Out for YOU?
Your candidates likely reside in three camps: Not all advisors are alike; and it’s worth knowing how to tell them apart. While the overwhelming majority
September 18, 2014