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 whatmost 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 retirement income
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
Jim Lorenzen, CFP®, AIF® Bad decisions = bad consequences = big costs! As you may have seen or heard me say many times, it’s not
Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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 believe they
Jim Lorenzen, CFP®, AIF® Ever wonder why so many “off-the-shelf” allocation engines available today tend to look so much alike? The reason is pretty straightforward:
