Retirement
Taxes in Retirement: A Potential Time-Bomb for Many!
Jim Lorenzen, CFP®, AIF® No one knows what taxes will be like in the coming years; but, with a debt that’s rising dramatically and an
April 6, 2016
Tag: Retirement Income
Retirement
“When the Market Goes Up, You Make Money! When the market goes down, you don’t lose!”
Jim Lorenzen, CFP®, AIF® Sound familiar? If so, it’s because you saw all those television commercials selling safety to a frightened public. After all, all
October 9, 2015
Retirement
Are You ” On-Track ” to a Successful Retirement?
Jim Lorenzen, CFP®, AIF® Retirement successmaynot be as easy to achieve as many think.I attended a conference and heard one speaker relay a story about
September 9, 2015
Life Insurance
Do YOU Know What Provisional Income Is?
If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re
August 19, 2015
Retirement
Make Your Own Pension
Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire
August 12, 2015
Life Insurance
Hidden Secrets of Insurance Company Promises
Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly
August 3, 2015
Retirement
Is Your Indexed Annuity a Stock, a Bond, or Something Else?
Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed
July 22, 2015