You’ve been paying on an insurance policy for years. Now, you’ve learned your insurance company – the one that top ratings from all the major ratings services – just went bust – what do you do? What could you have done to protect yourself?
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
Jim Lorenzen, CFP®, AIF® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says
Jim Lorenzen, CFP®, AIF® I came across some interesting stats in the most recent Journal of Financial Planning; I thought you might find a few
Jim Lorenzen, CFP®, AIF® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people
Jim Lorenzen, CFP®, AIF® Have you reviewed your beneficiary forms lately? You should. IRA mistakes there can’t be fixed after the IRA or plan owner
Jim Lorenzen, CFP®, AIF® Here are three quick tips you might find helpful: Choose your beneficiaries wisely when allocating inheritance money. Leave tax-deferred accounts (IRAs
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
Jim Lorenzen, CFP®, AIF® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
