
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 to
If you’ve changed jobs or are getting ready to retire, don’t leave your old retirement account behind. Rolling over your employer-sponsored plan—like a 401(k) or 403(b)—into an IRA or new employer’s plan keeps your money growing tax-deferred and gives you more control over your investments.
The Big Picture:
For years, baby boomers drove the housing market, and much of the economy, as they moved into their first homes, began raising families, and moved-up to larger homes finally ending-up in the “McMansions” we’re all familiar with today. The boomers are now older—they’re no longer moving up. In fact, they’re just beginning to “decumulate” and downsize.