To Roth or Not to Roth – Should You Do a Conversion?
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his
Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as
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.