Pete Sorensen & Bob Quinlan
We have been a family-owned business for over 80 years. Our knowledge and experience allows us to help our clients make sound investment and lifestyle decisions that positively impact their financial goals.
Sorensen Flexible Benefits, Ltd.
Sorensen Flexible Benefits provides employee benefit services and insurance products for individuals, families and businesses.
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Money Market Funds in a Low Rate Environment
Did you know there still may be reasons to hold money market mutual funds despite low yields? Read this article to find out more.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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HOT TOPIC: Rising Inflation: Where Will It Go from Here?
Read about the causes of the recent inflationary trend. Does it represent a short-term phase or the start of a longer-term acceleration in prices?
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Your Business: New Rules for Writing Off Restaurant Meals
The December 2020 stimulus bill lets businesses deduct the full cost of restaurant meals in tax years 2021 and 2022. Get the details.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.