Investing
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 pretty straightforward:
February 7, 2017
Tag: Taxes in retirement
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
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
Planning
RMD’s: A Quick 4-Tip Checklist for Baby Boomers
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
June 15, 2016
