Your Cash Value Life Insurance Has Value!
Jim Lorenzen, CFP®, AIF® People often purchase cash value permanent insurance, throw the policy in a drawer or filing cabinet, and forget about it. This
April 16, 2018
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.