Does the 4% Rule Still Work?
Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline
Jim Lorenzen, CFP®, AIF® Before you can take income from a nest-egg, you have to HAVE a nest-egg; but, getting there takes more than discipline
Enter Longevity Insurance – But Look Closely Before You Buy. You name the fear, the financial industry will come up with a solution to sell. These
Owners of closely-held businesses have long understood the value of insurance as a funding tool for executive retention, transition planning, and enhanced retirement benefits; but,
Did you know that property transferred in excess of the unified credit equivalent will ultimately be subject to estate tax in the estate of the surviving
Tax brackets have an impact on your choice of funding insurance solutions to meet the needs of closely-held corporations and their shareholders! For example, a
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.