What To Do With Business Sale Proceeds
Jim Lorenzen, CFP®, AIF® When you receive business sale proceeds, you’ll likely pay a capital gains tax; but, that may not be the end
October 30, 2017
How to Create A Risk-Free Investment Strategy.
November 13, 2023
So, you want to dive into the stock market without losing your sanity or, more importantly, your hard-earned cash? Here’s a strategy that’s not exactly ‘rocket science’ – Here’s a risk-free investment strategy that’s a ‘diet version’ of a financial plan. It surely doesn’t cover all the bases, but it’s sure to spice up your next dinner party conversation.
Bad Financial Behavior and How to Avoid It!
October 20, 2023
Rollercoasters are fun – at the amusement park. Not so much in your retirement account. And that’s where bad financial behavior gets costly.