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Monthly Archives: October 2014

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What Will Happen To My Child If I’m No Longer Here?

Posted on October 16, 2014 by Jim Lorenzen

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If you have a special needs child or grandchild, planning becomes especially important. 

We have special needs children in my own family; and we’re far from alone.  If you’re a family dealing with this issue, there are some things that can’t be ignored. Continue reading →

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Another Way of Looking at Risk

Posted on October 9, 2014 by Jim Lorenzen

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Ask virtually any advisor how the risk of an investment is measured, and you’ll likely hear them talk about volatility, mean variance, or standard deviation.  I know.  I’ve done it myself – and still do.  All those terms really refer to is simple price fluctuation around an average. Continue reading →

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The Financial Security Gap

Posted on October 2, 2014 by Jim Lorenzen
6a017c332c5ecb970b01b8d06b519e970c-320wiThe Disconnect Between Illusion and Reality

Helen Keller once remarked, “Security is largely superstition; it doesn’t exist in nature.”   Maybe not; but, if history is any guide, “The Greatest Generation” – the Depression & World War II generation – were far more secure than their children or grandchildren. Continue reading →

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