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,
August 24, 2016
Does SECURE Act 2.0 Create a Stealth Tax?
January 23, 2023
The SECURE Act 2.0 may do a lot to help secure Uncle Sam, but I’m not so sure about the rest of us.
Thinking About a Rollover?
January 16, 2023
No, we’re not training your dog. But, if you’re nearing retirement, you know exactly what a rollover is – and you know it’s a big decision.