Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
5701 Lonetree Boulevard #219
Rocklin, CA 95765
Phone : (916) 367-4411
Fax : (916) 367-4410
Email ; jeff.lorenz@401fc.com
Helpful Content
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Glossary of Scam Terms
A helpful glossary of current scams.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.