The Road to Retirement = 4 Simple Steps
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
June 22, 2016
Planning Your Future Without a Roadmap?
September 14, 2023
You want to begin planning your future life, but aren’t sure how. You want help but don’t know how to get stareted. Sound familiar? It should.
Do Roth Conversions Make Sense if You’re in a High Tax Bracket?
September 5, 2023
There are a lot of myths surrounding Roth conversions and this one might rank near the top, and you should know why. It’s important to have some historical perspective.