by Leif Jensen | Sep 21, 2026 | General, Retirement |
Outliving my savings is a great fear of mine. I have seen clients, of clients who struggle with Social Security as their sole income source. They have depleted all their other monies and options. They were coming to the NFP to find assistance with everything, food,...
by Leif Jensen | Sep 8, 2026 | General |
The migration of taxpayers from high-tax to low-tax locations continues, and more states are trying to reduce or eliminate their income tax to stay competitive. The next may be Missouri, where voters will consider a ballot measure to phase it out. Illinois has plans...
by Leif Jensen | Aug 17, 2026 | General |
With your investments are you an investor or a trader. If you follow the Warren Buffet school of thought, you are an investor. You buy and hold. A trader buys on bad news, when a stock plummets and sells on good news and grabs the profit. I tend to fall into the...
by Leif Jensen | May 11, 2026 | General |
If a bank account is not verified (unverified) or the information entered is incorrect, a refund will typically be rejected by the receiving financial institution and returned to the sender. The funds do not usually disappear; instead, they enter a “limbo”...
by Leif Jensen | May 4, 2026 | General |
Married filing separately: IRA Deduction Amount and Modified AGI (MAGI) Limits for Traditional and Roth IRA Contributions For 2025, the maximum combined traditional IRA deduction or Roth contribution is $7,000 ($8,000 if age 50 or older). For taxpayers who are covered...
by Leif Jensen | Nov 12, 2025 | General |
It looks like there may be changes in store for college degrees in the future. Attendance has fallen off, mostly due to the ever-increasing tuition costs and the likelihood of not finding a position that comes close to repaying student loans let alone a lifestyle. ...
