W4459 Country View Drive, Appleton, WI 54913

lohrenzw@ceteranetworks.com

Lohrenz Financial, LLC

Lohrenz Financial, LLC

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Latest Articles

Retirement

Introducing the 530A Accounts
What to Expect in Your First Year of Retirement
Who Is Your Trusted Contact?
First Year of Retirement: What to Expect
Conquering Retirement Challenges for Women
Deciding When to Take Social Security
Women on the Rise
Choosing a Retirement Plan that Fits Your Business

Investment

The Threat of Identity Theft
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
TIPS for Inflation
Mutual Funds vs. ETFs

Estate

Problems with Probate
Intellectual Property and Your Estate
Estate Strategies of the Rich and Famous
How Often Should You Update Your Estate Strategy?
Steps to Protecting a Child with Disabilities
Yours, Mine, and Ours: Estate Strategies for Second Marriages
A Living Trust Primer

Insurance

The Cost of Medical Care
What to Look for in an Extended-Care Policy
When Life Insurance Becomes Taxable
Assess Life Insurance Needs
The A, B, C, & D of Medicare

Tax

What's My 2026 Tax Bracket?
Tax & Estate Strategies for Married LGBTQ+ Couples
What Do Your Taxes Pay For?
Do You Owe The AMT?

Money

Saving Early & Letting Time Work for You
The Half Million Dollar Baby
How Big is Money?
Making Sense of HSAs and FSAs
What Can You Buy With 529 Distributions?
Personal Finance Calendar
What If Your Kids Decide Against College?
The Big Pause
What Will You Do With Your Bonus or Windfall?

Lifestyle

A Path to Serenity and Smart Money Choices
Fixed or Variable Mortgage, Which Should You Pick?
How Boomers and Millennials Differ
Early Lessons for Raising Financially Confident Kids
Teaching Kids About Money Early: Financial Habits That Stick
Passing Down Financial Values as a Part of Your Legacy
Legacy Planning in Retirement: Passing Down Financial Values

Contact

Office: 920-739-4714

W4459 Country View Drive

Appleton, WI 54913

Securities registrations; series 6, 63, 65

lohrenzw@ceteranetworks.com

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Licensed to sell insurance in the following States: WI

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