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
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.