Tag: diversification

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Inflation

Is Inflation on the Horizon?

So far, tariff-induced inflation simply hasn’t arrived. You’d think if it was going to, it would be here by now. But, are we out of the woods? And, how can you protect yourself?

November 8, 2019

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Life Insurance

How to Plan for a “Late Life” Income Without Giving Up Control

Jim Lorenzen, CFPÂ®, AIFÂ® Scott and Linda (not their real names) have done everything right: They’ve worked hard, saved and invested wisely, and did all

June 15, 2016

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Jim's Money Blog

No Tax on Social Security Benefits?

January 27, 2025

We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!

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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.