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
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
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
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.