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
Category: Uncategorized
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
Uncategorized
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
Uncategorized
Should Investing Be Fun?
Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.” – Warren Buffett I’ll never forget visiting with a nice couple
February 1, 2016
Uncategorized
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
Uncategorized
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
Retirement
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
Life Insurance
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 piece,
July 8, 2015
Uncategorized
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
