Category: Inflation

Are the Markets On Their Way Back?

Increased debt, the worry of a debt spiral, low yields, and future taxes – all make a solid plan more important than ever. Unfortunately, too many put it off until the’re “confident’, but they never get there.

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Is Inflation on the Horizon?

So far, tariff-induced inflation simply hasn’t arrived. You’d think if it was going to, it would be here by now. But, are we out of the woods? And, how can you protect yourself?

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The Provisional Income Trap

  … and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe

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Is the 4% Rule Still Valid?

  Jim Lorenzen, CFP®, AIF® Ever hear about the 4% Rule?  It’s about safe withdrawal rates for retirement income.  If you’ve been following my pontifications

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