MONEY OR INCOME: Which is most important to you?
Jim Lorenzen, CFP®, AIF® Which goal is most important to you? – Never running out of retirement money – Never running out of
August 1, 2017
What Does the Future Hold for Social Security?
April 3, 2024
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.
Facing Retirement Account Rollover Decisions?
March 13, 2024
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.