info@indfin.com
Schedule Your Introductory Call
Facebook Twitter Linkedin
Search

Month: January 2020

Here's an alt tag for the image: `Teamwork and financial success`
Business Owners

The One-Way Buy-Sell

Typically, small business owners are the active managers of their businesses, are heavily invested in their businesses, and generally rely on a small number of important accounts and suppliers.  Also, in most, if not all, cases no secondary market exists for easy valuation and quick disposition of ownership.

Read More »
January 13, 2020
Here's an alt tag for the image: `Checkbook and pen ready to write a check`
Family Issues

Losing A Spouse Can Be Expensive…

Few people think about this – and I wish I could be the smart guy that thought of this for this post, but I wasn’t . It’s something called the widow’s penalty tax; it affects the surviving spouse.

Read More »
January 6, 2020

Most Popular:

Top Finacial Advisors in Simi Valley

© James Lorenzen. All rights reserved

Twitter Facebook-f Linkedin

Jim's Money Blog

Five Sneaky Tax Traps – and How You Can Dodge Them!

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

Read More »