Will My Annuity Income Really Increase?
Jim Lorenzen, CFP®, AIF® Annuities can play a valuable role in a retirement portfolio; but, often they’re somewhat oversold. Should equity-indexed annuities serve as a
December 13, 2016
What Does A Tax Strategy Look Like?
March 11, 2021
There are many possible tax strategies available. The question, of course, is which, if any, are appropriate for you.
Noise vs News
February 24, 2021
In a social media world, many believe whatever they read on the internet – and accept credentials at face value. Media noise and news can be hard to differentiate.