
Retirement and Social Security
Jim Lorenzen, CFP®, AIF® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care
Jim Lorenzen, CFP®, AIF® It’s one thing to simply ‘maximize’ your Social Security, it’s another to know just how taxation and the future health care
DATE CHANGE: The webinar will be held on June 4th! Uncle Sam (translation: elected politicians) will likely need more moneyin coming years. They’ll need it
Jim Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
Jim Lorenzen, CFP®, AIF® Does ‘adding’ a riskier position to a portfolio actually REDUCE the total portfolio risk? The fact is many investors are often
The three largest expenses in the federal budget are Social Security/Medicare, interest on the debt, and defense.
The Fed’s zero interest-rate policy (ZIRP) resulted in printing money. Quantitative easing (QE) seemed to work as the stock market saw it’s longest bull market in history.