Financial Opinion and Insights

Financial Tips Now Available

Jim Lorenzen, CFP®

Jim Lorenzen, CFP®

This blog is a quick one, probably because it’s little more than a shameless plug for some new reports we’re now making available.

If you’re interested, you can request them through our site, using the Request Info button.

Available Reports:

  • How To Avoid IRA Distribution Mistakes
  • Six Best and Worst IRA Rollover Decisions
  • Understanding Mutual Funds
  • Why Investors Fail

Hope you enjoy!


Written by Jim Lorenzen, CFP®, AIF®

September 15, 2010 at 8:00 am

Posted in Uncategorized