Jim Lorenzen, CFP®, AIF® A recent study by Morningstar, a leading mutual fund research firm, compared mutual fund returns with the gains individual investors actually
Jim Lorenzen, CFP®, AIF® BUY TERM INSURANCE! INVEST THE DIFFERENCE! That’s the mantra that’s been preached (mostly by tv gurus selling their DVDs) since the
We all love free money; and no taxes on Social Security sounds good! Hey, Social Security benefits weren’t taxed for many years!
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.
