It’s been said that the only constant is change and lately it’s been the banking crisis. Financial planning is often more about what we don’t know than what we do know. Lately, we’ve been through COVID, supply chain issues and (ongoing) issues with some of our country’s financial institutions.
Coming into money can create a lot of anxiety if you don’t have a plan. Here’s a tip sheet and LifeGuide that might help!
The most common risk associated with all fixed-rate investments is interest rate risk, but it doesn’t end there.
Jim Lorenzen, CFP®, AIF® Think interest rates may be headed up in the future? Looking for a “safe” way to produce a rising income if
As you may or may not know, the Tax Cuts and Jobs Act is due to expire at the end of next year – just 16 months from now. The Biden Administration has proposed new tax increases worth knowing about.
If you are one of those asking the ‘will my money last’ question, there’s a way you can find out just what your probabilities are!
