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“Money is a great servant but a bad master.” ― Francis Bacon


Meet John Lohrenz: President of JKL Wealth Management
"I began guiding families and planning for their retirement lifestyles 25 years ago. The principle of our firm is to develop and...


DID YOU KNOW? 72% of People are Risk Averse so Some Financial Advice Could be Wrong for Them
Financial advice is an interesting profession to be in as telling someone to do something that is not predictable is hard. It could be...


Case Study: Jack, Early Retirement & Legacy Planning
Qualcomm Executive Retires at 51 With $300K Guaranteed Annual Income and a $5M+ Legacy Plan Client Overview Name: Â Jack (Qualcomm...


Afraid of Running Out of Money in Retirement? You're Not Alone!
Did You Know? 23% of Americans over 50 are delaying retirement due to financial concerns up from 14% in 2024… 44% are worried about...


Tariffs and TACOs....What You Need to Know
White House Press Secretary statement this morning made me just laugh and turn the financial news to something more realistic. The word...


The Recession Conundrum for the Retirement Red Zone
The world is in a state of uncertainty and financial shock. The experts are confounded about what will happen, and companies can't...


The Investor's Playbook: To The Recession Ahead
The future for investors is one of more volatility and less accommodative institutional support from the U.S. Government and the Federal...


The Prosperity Project: Building Abundance and A Map For A Life Well Lived
Do you need to find some quick inspiration and motivation to jump start your life?  Are you looking to improve your health, your...


Case Study: Julie & Wealth Wisdom
Overview My dear friend Julie’s world was shattered when her husband suddenly died of a heart attack. At the time of Jim’s death, he and...


The 2025 Outlook is a Blur Early
The markets have given investors much to cheer about over the last 2 years recording 20% plus gains for the first time since the late...
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