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
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.