Month: March 2019

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Planning

Interesting Financial Statistics You May Not Know

Jim Lorenzen, CFPÂ®, AIFÂ® I came across some interesting stats in the most recent Journal of Financial Planning; I thought you might find a few

March 21, 2019

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Estate

Retirement Income Knowledge Less Than Believed

Jim Lorenzen, CFPÂ®, AIFÂ® There’s seems to be a huge gap between perceived retirement income knowledge (how much people really know) and the knowledge people

March 10, 2019

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.

During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.

Tariffs, Trade Wars and the Cost of Guacamole

March 12, 2025

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

Month: March 2019

Interesting Financial Statistics You May Not Know

Retirement Income Knowledge Less Than Believed

Most Popular:

The Future of Social Security

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.

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Jim's Money Blog

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole