
Here’s Your 10-Point Financial Discussion Checklist!
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® 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,
Jim Lorenzen, CFP®, AIF® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This
Jim Lorenzen, CFP®, AIF® IRS mandated withdrawals from retirement accounts – required minimum distributions (RMDs) – must begin by April following the year people turn
Jim Lorenzen, CFP®, AIF® Charitable giving is a way you can truly leave a legacy beyond our own family; However, believe it or not, few
Jim Lorenzen, CFP®, AIF® … and what do rising interest rates (and inflation) mean to your long-term success? Maybe less than you think… or is
Jim Lorenzen, CFP®, AIF® A recent study by Morningstar, a leading mutual fund research firm, compared mutual fund returns with the gains individual investors actually
Jim Lorenzen, CFP®, AIF® BUY TERM INSURANCE! INVEST THE DIFFERENCE! That’s the mantra that’s been preached (mostly by tv gurus selling their DVDs) since the
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
Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,
The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.
The Fed’s zero interest-rate policy (ZIRP) resulted in printing money. Quantitative easing (QE) seemed to work as the stock market saw it’s longest bull market in history.