Tag: Retirement Planning

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Retirement

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

Jim Lorenzen, CFPÂ®, AIFÂ® 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

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Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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

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

During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.

Tariffs, Trade Wars and the Cost of Guacamole

March 12, 2025

Rise of avocados is a powerful lesson in understanding how markets evolve

Tag: Retirement Planning

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

Most Popular:

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole

“How Can I Increase My Social Security Benefit?”

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

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

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Jim's Money Blog

The Future of Social Security

Tariffs, Trade Wars and the Cost of Guacamole