Jim Lorenzen, CFP®, AIF® Active managers can’t beat their indexes consistently. Who cares? During my 25+ years of helping people navigate financial waters, I can
Jim Lorenzen, CFP®, AIF® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,
Jim Lorenzen, CFP®, AIF® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,
You’ve probably heard about “The 4% Rule” – it’s been an ‘accepted’ rule-of-thumb for years that a retiree could withdraw 4% of his or her initial
Are we in the midst of a 401(k) failure? Some time ago, PBS aired an excellent program on retirement and how the various generation, including baby
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!
