Is Your Indexed Annuity a Stock, a Bond, or Something Else?
Jim Lorenzen, CFP®, AIF® Good question, ya’ think?[1] Maybe we should begin with what a fixed annuity is; then move to an indexed annuity. Fixed
July 22, 2015
Get Ready for Some Possible Tax Increases!
August 5, 2024
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.
Will My Money Last?
August 2, 2024
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!