Retirement
ROLLOVER MISTAKES ARE OFTEN IRREVOCABLE
Jim Lorenzen, CFP®, AIF® Believe it or not, over the years I’ve had many new clients come to their first planning meeting having already made
January 19, 2016
Category: Taxes
Family Issues
Big Changes in Social Security Claiming
Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will
December 2, 2015
Retirement
Is Your Income/Tax Picture Common or Uncommon?
Jim Lorenzen, CFP®, AIF® Is your income common or uncommon? Most of us think our income is pretty normal, according to most of the studies
November 17, 2015