Financial planning - The Independent Financial Group

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Investing

Should You Buy TERM Insurance and INVEST the Difference?

Jim Lorenzen, CFPÂ®, AIFÂ® BUY TERM INSURANCE! INVEST THE DIFFERENCE! That’s the mantra that’s been preached (mostly by tv gurus selling their DVDs) since the

February 5, 2018

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Annuities

Thinking of Buying An Annuity? Do Your Homework.

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

January 22, 2018

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Estate

Here’s Your Important Document Checklist!

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

January 8, 2018

Tag: Financial planning

Should You Buy TERM Insurance and INVEST the Difference?

Thinking of Buying An Annuity? Do Your Homework.

Here’s Your Important Document Checklist!

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