Tag: secure retirement

A SECURE Act Defense Strategy

Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.

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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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

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Will My Money Last?

Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right:  They’ve worked

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