Tag: secure retirement

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

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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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

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

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

February 14, 2017

Can You Reduce Risk By Adding To It?

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

February 7, 2017

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

January 31, 2017

Tag: secure retirement

Managing Retirement Income Decisions During Retirement

What’s Your Focus?

Do You Have A Greedy Business Partner – Even if you don’t own a business.

Do Advisors Really Add Value?

Can You Reduce Risk By Adding To It?

Will My Money Last?

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