Jim Lorenzen, CFP®, AIF® Charitable giving is a way you can truly leave a legacy beyond our own family; However, believe it or not, few
Jim Lorenzen, CFP®, AIF® … and what do rising interest rates (and inflation) mean to your long-term success? Maybe less than you think… or is
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.
Rise of avocados is a powerful lesson in understanding how markets evolve
