Retirement
Annuity Income May Contain a Hidden Surprise
Jim Lorenzen, CFP®, AIF® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,
August 24, 2016
Tag: Guaranteed Income
Planning
Buying An Annuity? Keep it Simple!
Jim Lorenzen, CFP®, AIF® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,
August 17, 2016
Investing
A “Safe” Route to Higher Income in a Rising Rate Environment
Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if
June 7, 2016
Retirement
Make Your Own Pension
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
August 12, 2015