
Ageing Issues Make Financial Planning More Important than Ever!
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
Jim Lorenzen, CFP®, AIF® When I was a kid, no one I knew had Alzheimer’s. Heck, no one my parents knew had it. In fact,
Jim Lorenzen, CFP®, AIF® The right retirement withdrawal strategy shouldn’t follow conventional wisdom blindly. What’s right for you might be very different. Conventional wisdom says
Jim Lorenzen, CFP®, AIF® I came across some interesting stats in the most recent Journal of Financial Planning; I thought you might find a few
Jim Lorenzen, CFP®, AIF® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people
Jim Lorenzen, CFP®, AIF® Have you reviewed your beneficiary forms lately? You should. IRA mistakes there can’t be fixed after the IRA or plan owner
Jim Lorenzen, CFP®, AIF® Here are three quick tips you might find helpful: Choose your beneficiaries wisely when allocating inheritance money. Leave tax-deferred accounts (IRAs
Jim Lorenzen, CFP®, AIF® Markets are sensitive to risk. We know that. According to analysts at Lockwood Advisors, only 8% of global economies are now
Jim Lorenzen, CFP®, AIF® How does your financial future look? Your chances for financial freedom will depend on how well you’ve covered your bases! Here’s
Jim Lorenzen, CFP®, AIF® It’s probably a safe assumption that most individual investors began their investment programs with mutual funds and have built their 401(k)s,
Jim Lorenzen, CFP®, AIF® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.