Big Changes in Social Security Claiming
Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will
Jim Lorenzen, CFP®, AIF® The Bipartisan Budget Act of 2015, passed by Congress and signed into law by President Obama on October 30, 2015, will
Jim Lorenzen, CFP®, AIF® I think many, if not most, professional advisors would agree that even 99% of “the affluent” make the same mistakes made by
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!