Tag: Estate Planning

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Annuities

YOU Are an Acutary!

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 28, 2019

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Estate

When A Loved One Dies

Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!

October 24, 2019

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Annuities

Thinking of Buying An Annuity? Do Your Homework.

Jim Lorenzen, CFPÂ®, AIFÂ® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client

January 22, 2018

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Estate

Here’s Your Important Document Checklist!

Jim Lorenzen, CFPÂ®, AIFÂ® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,

January 8, 2018

Most Popular:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No Tax on Social Security Benefits?

Get Ready for Some Possible Tax Increases!

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

February 18, 2025

If you have $500,000 in your 401(k) or IRA, it’s not really $500.000. That’s a tax planning mistake most people make going right out of the gate. If you’re married and filing jointly, it’s more likely you could have $325,000 (35% tax bracket) or just $315,000 (37% tax bracket).

DOGE Wants to “Streamline” Social Security – That will be interesting.

February 10, 2025

The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.

Tag: Estate Planning

YOU Are an Acutary!

When A Loved One Dies

Thinking of Buying An Annuity? Do Your Homework.

Here’s Your Important Document Checklist!

Most Popular:

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.

No More Zero Interest Rates!

Get Ready for Some Possible Tax Increases!

© James Lorenzen. All rights reserved

Jim's Money Blog

Bad Tax Planning begins when you believe your 401(k)/IRA statements.

DOGE Wants to “Streamline” Social Security – That will be interesting.