Uncategorized
If Inflation is Going Down, Why Don’t People Feel It?
Inflation deflates purchasing power. We all know that. After all, money is worth only what it buys.
December 12, 2023
Category: Uncategorized
Uncategorized
How to Create A Risk-Free Investment Strategy.
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
November 13, 2023
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Bad Financial Behavior and How to Avoid It!
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.
October 20, 2023
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Do Roth Conversions Make Sense if You’re in a High Tax Bracket?
There are a lot of myths surrounding Roth conversions and this one might rank near the top, and you should know why. It’s important to have some historical perspective.
September 5, 2023
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Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?
Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.
May 19, 2023
Uncategorized
A SECURE Act Defense Strategy
Congress labeled it the SECURE Act, because it’s a better sell to the public. But, what Uncle Sam really wanted to do was make their spending programs more secure – hence, securing reelection.
June 6, 2022
Uncategorized
7% Return? From the U.S. Treasury?
Yes, Virginia, Series I bonds sold from November 2021 through April 2022 earn interest at 7.12%. Oops.
April 26, 2022
IRAs
SECURE Act 2.0?
Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?
June 9, 2021
Uncategorized
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
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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
