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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Strategies for Taking RMDs
This article provides an overview of rules, options, and strategies for taking required minimum distributions (RMDs).
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Location, Location, Location: The Premium Parents Pay for Top Schools
Homes in neighborhoods with access to top schools tend to cost significantly more than a typical home in the surrounding area.
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Understanding the “No Tax on Tips” Deduction
In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.
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Key Retirement and Tax Numbers for 2026
This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
Calculators
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.