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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

Are You ” On-Track ” to a Successful Retirement?

Jim Lorenzen, CFP®, AIF® Retirement success may not be as easy to achieve as many think. I attended a conference and heard one speaker relay a story about

September 9, 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

Do YOU Know What Provisional Income Is?

If your retirement is still ten years or more in the future, NOW is the time to get your ducks lined-up. Don’t wait until you’re

August 19, 2015

Make Your Own Pension

Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire

August 12, 2015

Hidden Secrets of Insurance Company Promises

Jim Lorenzen, CFP®, AIF® Life insurance illustrations have had, for more years than I can count, a well-deserved reputation for less than transparent and amazingly

August 3, 2015

Is Your Indexed Annuity a Stock, a Bond, or Something Else?

Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed

July 22, 2015

Do You Know the 5 Biggest Risks To Your Retirement?

Jim Lorenzen, CFP®, AIF® Do you know what your biggest retirement risks are? Many might think, after watching all the coverage about Greece, computer glitches

July 15, 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

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Get Ready for Some Possible Tax Increases!

August 5, 2024

As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.

Will My Money Last?

August 2, 2024

If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!

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