Month: January 2018

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Annuities

Thinking of Buying An Annuity? Do Your Homework.

Jim Lorenzen, CFPÂ®, AIFÂ® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client

January 22, 2018

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Estate

Here’s Your Important Document Checklist!

Jim Lorenzen, CFPÂ®, AIFÂ® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,

January 8, 2018

Most Popular:

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

Tariffs, Trade Wars and the Cost of Guacamole

March 12, 2025

Rise of avocados is a powerful lesson in understanding how markets evolve

“How Can I Increase My Social Security Benefit?”

February 27, 2025

Not so long ago, baby boomers viewed Social Security as a retirement program for old folks. High-earning boomers felt that Social Security didn’t apply to them because the monthly checks were small, and they believed the system wouldn’t be around when they retired.

Month: January 2018

Thinking of Buying An Annuity? Do Your Homework.

Here’s Your Important Document Checklist!

Most Popular:

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

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Jim's Money Blog

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”