Category: Life Insurance

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Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

Jim Lorenzen, CFPÂ®, AIFÂ® Steven Elwell, a CFPÂ® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,

July 8, 2015

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Life Insurance

What (Many) Life Insurance Agents Won’t Tell You.

Jim Lorenzen, CFPÂ®, AIFÂ® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as

April 15, 2015

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“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.

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Category: Life Insurance

To Roth or Not to Roth – Should You Do a Conversion?

What (Many) Life Insurance Agents Won’t Tell You.

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