Retirement
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
May 27, 2015
Month: May 2015
Retirement
Are YOU a Target in the Green Book?
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,
May 20, 2015
Estate
Did You Think Trusts Were Only for the Wealthy?
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
May 6, 2015
Retirement
Does Time REALLY Reduce Risk? Don’t bet on it.
You’ve seen this chart. Advisors have been using it – or something like it – with clients and prospective clients for years. It’s supposed to
May 6, 2015
