
Annuity Income May Contain a Hidden Surprise
Jim Lorenzen, CFP®, AIF® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,
Jim Lorenzen, CFP®, AIF® Annuity income may feel secure; but, is it really? Once you realize that money is worth only what it can purchase,
Jim Lorenzen, CFP®, AIF® It isn’t uncommon for people to buy things they don’t need; and when it comes to annuities, it’s often no different,
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
Jim Lorenzen, CFP®, AIF® Wouldn’t it be comforting to know you’re retirement is assured? An income you can’t outlive does have appeal. People who retire
During his campaign, President Donald Trump pledged not to reduce Social Security benefits. He even proposed eliminating taxation on Social Security benefits, which would enable higher-income beneficiaries to retain more of their income.
Rise of avocados is a powerful lesson in understanding how markets evolve