Are You ” On-Track ” to a Successful Retirement?
Jim Lorenzen, CFP®, AIF® Retirement success may not be as easy to achieve as many think. I attended a conference and heard one speaker relay a story about
September 9, 2015
Which is Better: An IUL or a Roth IRA?
June 6, 2023
When it comes to building a solid financial future, finding the right investment vehicle can be a daunting task. Comparisons are often made between an IUL (Indexed Universal Life Insurance) and a Roth IRA (Individual Retirement Account) as a choice between getting life insurance or investing in the stock market. While an IUL can give the appearance of doing both; however that’s not really the case – and, often, this can lead to unrealistic expectations.
Uncle Sam’s Greed and Your Retirement: Should You Go All-In on Your 401(k)?
May 19, 2023
Given the size of our growing national debt it’s no wonder so many people believe taxes will be higher in the future. We have an ageing population and there are a number of factors at work: There’s the annual deficit plus money needed to fund Medicare and Social Security, just to mention a few.