7% Return? From the U.S. Treasury?
Yes, Virginia, Series I bonds sold from November 2021 through April 2022 earn interest at 7.12%. Oops.
Yes, Virginia, Series I bonds sold from November 2021 through April 2022 earn interest at 7.12%. Oops.
Remember when we heard the SECURE Act eliminated the stretch IRA for most all non-spouse beneficiaries?
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
Jim Lorenzen, CFP®, AIF® You’re probably wondering, “What does the electoral college debate have to do with Thanksgiving? Nothing. It maybe has more to do
Jim Lorenzen, CFP®, AIF® “If you think investing is fun, you’re doing something wrong.”
Jim Lorenzen, CFP®, AIF® Virtually all insurance companies will be using the newer 2012 mortality tables in 2016. Why is that important? The answer is
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
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
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.