Life Insurance
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: Tax-Free Retirement Income
Investing
Tax-Advantaged is Better than Tax-Deferred! Do you know the difference?
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two termsoften used interchangeably and, as a result, often lead to a lot of confusion; but, the
October 27, 2016
Investing
What if Retirement Plan Statements Stated the Facts?
The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,
September 21, 2016
Life Insurance
How to Plan for a “Late Life” Income Without Giving Up Control
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all
June 15, 2016
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
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