Annuities
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!
October 28, 2019
Tag: Retirement Income
Inflation
Managing Retirement Income Decisions During Retirement
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
November 27, 2017
Investing
MONEY OR INCOME: Which is most important to you?- Part 3
Jim Lorenzen, CFP®, AIF® An income for life – a lifetime retirement income strategy is whatmost people want – but are they willing to do
August 15, 2017
Investing
MONEY OR INCOME: Which is most important to you?- Part 2
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
August 8, 2017
Investing
MONEY OR INCOME: Which is most important to you?
Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of retirement income
August 1, 2017
Family Issues
Old-Age Financial Security: Silence is NOT Golden, yet Some aren’t talking!
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seemimportant for old age financial security in my grandparent’s day. They were living at a time when Social
July 17, 2017
Planning
ROLLOVER DECISIONS – THE BEST AND THE WORST
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s not
June 13, 2017
Life Insurance
What’s Your Focus?
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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 –
March 14, 2017
Investing
Do You Have A Greedy Business Partner – Even if you don’t own a business.
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
March 8, 2017
Investing
Do Advisors Really Add Value?
Jim Lorenzen, CFP®, AIF® For years the media and others have debated the ultimate value of an advisor to the individual investor. Some believe they
February 14, 2017