Social Security claiming decisions aren’t as simple as they may appear. The decisions you make for yourself can impact your spouse, your future taxes, and even the bite Medicare premiums take from your Social Security benefits.
Jim Lorenzen, CFP®, AIF® According to a survey conducted by Bankers Life Center for a Secure Retirement, middle income boomers aren’t paying much attention to
I’ll be conducting a retirement webinar this coming Saturday, October 1st. Who would benefit: “Baby Boomers” planning for or nearing retirement and desiring to put a
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.
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.
