Category: Uncategorized

SECURE Act 2.0?

Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?

June 9, 2021

What Does A Tax Strategy Look Like?

There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.

March 11, 2021

Happy Thanksgiving: Should you be thankful for the electoral college?

Jim Lorenzen, CFP®, AIF® You’re probably wondering, “What does the electoral college debate have to do with Thanksgiving? Nothing. It maybe has more to do

November 21, 2016

Should Investing Be Fun?

Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.”

February 1, 2016

LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS

Jim Lorenzen, CFP®, AIF® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is

January 26, 2016

Will the Fed Act To Raise Rates Today?

A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.

September 17, 2015

How Will Rising Interst Rates Affect Your Bond Values?

Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds

August 26, 2015

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

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

July 8, 2015

Enjoy the 4th!

Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.

July 1, 2015

Most Popular:

17 Unexpected Retirement Expenses

Should You ALWAYS Wait to Claim Social Security Benefits?

When to Name a Trust as your IRA Beneficiary

17 Unexpected Retirement Expenses

July 23, 2021

I wish I could take credit for this list, but I can’t. This is from the Society of Actuaries who outlined these unexpected or shocking expenses in its 2015 Risks and Process of Retirement Survey. I doubt it’s changed much since. Here they’re ranked by the likelihood of it happening.

Should You ALWAYS Wait to Claim Social Security Benefits?

July 15, 2021

There may be times when you might decide it’s worth claiming your Social Security benefits early!

Category: Uncategorized

SECURE Act 2.0?

What Does A Tax Strategy Look Like?

Happy Thanksgiving: Should you be thankful for the electoral college?

Should Investing Be Fun?

LOOK FOR LOWER PAYOUTS ON GUARANTEED INSURANCE LIFETIME PAYOUTS

Happy Thanksgiving!

Will the Fed Act To Raise Rates Today?

How Will Rising Interst Rates Affect Your Bond Values?

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

Enjoy the 4th!

Most Popular:

17 Unexpected Retirement Expenses

Higher Taxes Ahead?

When to Name a Trust as your IRA Beneficiary

SECURE Act 2.0?

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Jim's Money Blog

17 Unexpected Retirement Expenses