
HAVE YOU CALLED A FAMILY MEETING?
No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be considered an
No? You’re not alone. Very few families ever sit down together and talk over important issues. Too bad; it’s important. It should be considered an
Jim Lorenzen, CFP®, AIF® The key to pursuing longer-term financial goals, such as retirement and education funding, is to have a well-thought-out plan that assigns
Jim Lorenzen, CFP®, AIF® When most people think about estate planning, they think about protecting assets from estate taxation. But, most people aren’t worried about
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