What if Retirement Plan Statements Stated the Facts?
The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,
The next time you open your 401(k) or IRA statement and see your current balance, it might be worth remembering it isn’t true. The balance,
Receiving an inheritance? Not sure how to manage it? Before you make decision, it’s good to do your homework. You might find our report on
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® This sign represents the off-ramp many pre-retirees are seeking; but, there are usually many unforeseen detours before getting there; and, too
Jim Lorenzen, CFP®, AIF® When I was young, my father once advised, “Jim, just save 10-cents out of every dollar you ever earn and you’ll
Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if
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!