info@indfin.com
Schedule Your Introductory Call
Facebook Twitter Linkedin
Search

Sitemap

Here's an alt tag for the image: Financial freedom is just around the corner.

Primary links

Secondary links

Interested in becoming an IFG client?  Why play phone tag?  Schedule your 15-minute introductory phone call!

Jim Lorenzen, CFP®, AIF®

Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.  IFG helps specializes in crafting wealth design strategies around life goals by using a proven planning process coupled with a cost-conscious objective and non-conflicted risk management philosophy.

Opinions expressed are those of the author.  The Independent Financial Group does not provide legal or tax advice and nothing contained herein should be construed as securities or investment advice, nor an opinion regarding the appropriateness of any investment to the individual reader. The general information provided should not be acted upon without obtaining specific legal, tax, and investment advice from an appropriate licensed professional.

Schedule Your Introductory Call

Schedule Your
20-Minute “Right Fit” Introductory Call Now!

Search
Jim's picture
Jim Lorenzen is a CERTIFIED FINANCIAL PLANNER® professional and An Accredited Investment Fiduciary® in his 21st year of private practice as Founding Principal of The Independent Financial Group, a fee-based registered investment advisor. He is also licensed for insurance as an independent agent under California license 0C00742.
Twitter Facebook-f Linkedin
Join Our Newsletter!

Schedule Your 20-Minute
“Right Fit” Introductory Call Now!

Schedule Your Introductory Call
A person is holding the puzzle piece to fit it

Connect with Us

Join Our Newsletter!
Twitter Facebook-f Linkedin

Top Finacial Advisors in Simi Valley

© James Lorenzen. All rights reserved

Twitter Facebook-f Linkedin

Jim's Money Blog

Five Sneaky Tax Traps – and How You Can Dodge Them!

May 27, 2025

Congratulations—you’ve built up a healthy retirement nest egg, maybe even a couple million bucks in a traditional IRA. Cue the applause! No worry about tax traps now! But as you reach retirement and start thinking about how to spend it (or pass it on), Uncle Sam is waiting with a few surprise moves that could mess with your plans. These are the tax traps.

Read More »