Tag: Taxes in retirement

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

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Jim Lorenzen, CFP®, AIF® Most people buy life insurance based on the same outdated advice they’ve been given for years.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