by Leif Jensen | Oct 24, 2018 | General |
I have been having discussions with clients on the potential impact whether good or bad of the prospect of AI (artificial intelligence) on their businesses. Some are looking forward to further automation; others think there will be a minimal impact on theirs for...
by Leif Jensen | Oct 23, 2018 | General |
What is the ROI (return on investment) on your brokerage account or investments? What I am asking is who is making more money off of your money? You or the brokerage firm? I just had a new prospect come in and have me review his 2017 return for potential errors. ...
by Leif Jensen | Oct 22, 2018 | General |
It seems to be a very old question: are you working for your money? Or is your money working for you? If you are living paycheck to paycheck, you are definitely working for your money. It is hard to get enough money scrapped together at times to even start to think...
by Leif Jensen | Oct 16, 2018 | General |
Thoughts of retirement are changing in our society. I work with a large spectrum of clients of all ages and a lot of them are wondering if retirement is in the picture for them at all. The first to surprise me with this thought was when I was talking to a couple of...
by Leif Jensen | Oct 15, 2018 | General |
The threat of an IRS levy doesn’t let you tap your retirement plan penalty-free, according to the court informed a couple under age 59½ who withdrew more than a million dollars from their plan to help pay outstanding tax debts. After IRS assessed the 10% penalty, the...
by Leif Jensen | Oct 10, 2018 | General |
California has recently enacted a new privacy law. This law will set the tone as the toughest-ever U.S. privacy decree. While hastily signed into law in June, the sweeping policy will affect hundreds of thousands of U.S. businesses when it takes effect Jan. 1, 2020....
