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!
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!
Jim Lorenzen, CFP®, AIF® Managing retirement income has never been easy. Those who retired in the early 1970s saw interest rates rise dramatically, then fall
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is what most people want – but are they willing to do
Jim Lorenzen, CFP®, AIF® Last week I asked which was most important to you: Never running out of money Never running out of income Whether
Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seem important for old age financial security in my grandparent’s day. They were living at a time when Social
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years. It’s predictable: buy term
Jim Lorenzen, CFP®, AIF® If you work, you have a business partner, even if you don’t own a business. And, this partner isn’t like most
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.