Tag: term insurance

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Family Issues

Ageing Issues Make Financial Planning More Important than Ever!

Jim Lorenzen, CFPÂ®, AIFÂ® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,

April 21, 2019

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Planning

Retirement Withdrawal Strategy May Need a New Twist!

Jim Lorenzen, CFPÂ®, AIFÂ® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says

April 7, 2019

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Planning

Interesting Financial Statistics You May Not Know

Jim Lorenzen, CFPÂ®, AIFÂ® I came across some interesting stats in the most recent Journal of Financial Planning; I thought you might find a few

March 21, 2019

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Estate

Retirement Income Knowledge Less Than Believed

Jim Lorenzen, CFPÂ®, AIFÂ® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people

March 10, 2019

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Estate

Don’t Make These IRA Mistakes!

Jim Lorenzen, CFPÂ®, AIFÂ® Have you reviewed your beneficiary forms lately? You should. IRA mistakes there can’t be fixed after the IRA or plan owner

February 24, 2019

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Estate

Three Quick Tips for Building Family Wealth

Jim Lorenzen, CFPÂ®, AIFÂ® Here are three quick tips you might find helpful: Choose your beneficiaries wisely when allocating inheritance money. Leave tax-deferred accounts (IRAs

February 10, 2019

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Estate

Are You Managing Money? Maybe you should be managing risk.

Jim Lorenzen, CFPÂ®, AIFÂ® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now

January 28, 2019

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Estate

Here’s Your 10-Point Financial Discussion Checklist!

Jim Lorenzen, CFPÂ®, AIFÂ® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s

January 13, 2019

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Investing

Should You Graduate From Mutual Funds?

Jim Lorenzen, CFPÂ®, AIFÂ® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,

December 10, 2018

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Family Issues

Your Cash Value Life Insurance Has Value!

Jim Lorenzen, CFPÂ®, AIFÂ® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This

April 16, 2018

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Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

Why Claiming Social Security at Age 70 Could Be a Smart Move—But Here’s What Most People Miss

Five Sneaky Tax Traps – and How You Can Dodge Them!

IRA Beneficiary Rules for Children are Different.

Jim's Money Blog

Inflation Pressures, Retirement, and Woulda-Coulda-Shoulda

June 23, 2025

While the Fed continues to target a 2.0% inflation rate, headwinds in the form of inflation pressures from worker shortages, tariffs, and foreign conflicts are coming at a time as America approaches a historic demographic milestone – a record number of individuals turning 65 this year.

From Growth to Efficiency and a Fiduciary Standard: Tax-Smart Investors Focus on More than Performance.

June 19, 2025

Back in the 1990s, taxes and fiduciary standards weren’t talked about. The financial headlines were dominated by star fund managers and double-digit growth stories. Financial talk shows and glossy magazines alike obsessed over who was “beating the market.” The mantra was simple: accumulate assets. That was the measure of success.

Tag: term insurance

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