Five Times When An Annuity Makes Sense
My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement
My recent blog posts, as well as on this platform, discussed the advantages of arranging assets early – ten years or more before retirement
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
Jim Lorenzen, CFP®, AIF® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about
You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!