Category: Business Owners

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Business Owners

Trying to Keep Top Talent? This could be your roadmap

Jim Lorenzen, CFPÂ®, AIFÂ® No, that’s no my picture – I wish I were that young and good looking; but he does look like a

February 21, 2017

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Business Owners

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Jim Lorenzen, CFPÂ®, AIFÂ® Ever heard of a “One-Way Buy-Sell” arrangement? Don’t feel bad. Few people have. I know when I was in publishing I

January 24, 2017

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Business Owners

Business Valuation Methods – Which One is Right for You?

Jim Lorenzen, CFPÂ®, AIFÂ® Business valuation is something that most business owners don’t think about until they decide it’s time to sell. Big mistake. Business

January 10, 2017

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Business Owners

Looking for an Easy Bonus Plan for Your Key Employees?

Jim Lorenzen, CFPÂ®, AIFÂ® Executive Bonus plans are a little different from Non-Qualified Deferred Compensation Plans (NQDC), which we talked about in another short paper.

November 1, 2016

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Business Owners

What Happens to Your Business if Something Happens to YOU?

Jim Lorenzen, CFPÂ®, AIFÂ® I can speak from personal experience on this one. I’ve been a business owner for thirty-seven years, owning seven different businesses

October 27, 2015

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

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

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

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

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

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

February 10, 2025

The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.

Category: Business Owners

Trying to Keep Top Talent? This could be your roadmap

SELLING YOUR BUSINESS? This may be the best kept secret you’ll need.

Business Valuation Methods – Which One is Right for You?

Looking for an Easy Bonus Plan for Your Key Employees?

What Happens to Your Business if Something Happens to YOU?

Most Popular:

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!

Get Ready for Some Possible Tax Increases!

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Jim's Money Blog

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

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