[email protected]

Tag: Estate Planning

YOU Are an Acutary!

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 28, 2019

When A Loved One Dies

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 24, 2019

Thinking of Buying An Annuity? Do Your Homework.

Jim Lorenzen, CFP®, AIF® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client

January 22, 2018

Here’s Your Important Document Checklist!

Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,

January 8, 2018

Most Popular:

Does SECURE Act 2.0 Create a Stealth Tax?

Thinking About a Rollover?

IRAs With Excess Assets Impact Family Members Too!

ESG Investing: Really Worthwhile or Just Another Wall Street Gimmick?

© James Lorenzen. All rights reserved

Jim's Money Blog

Does SECURE Act 2.0 Create a Stealth Tax?

January 23, 2023

The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.

Thinking About a Rollover?

January 16, 2023

No, we’re not training your dog. But, if you’re nearing retirement, you know exactly what a rollover is – and you know it’s a big decision.