Will My Money Last?
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked
Jim Lorenzen, CFP®, AIF® Scott and Linda (not their real names) are in their 50s and have done a lot of things right: They’ve worked
Jim Lorenzen, CFP®, AIF® Tax-deferred and tax-advantaged are two terms often used interchangeably and, as a result, often lead to a lot of confusion; but, the
James Lorenzen, CFP®, AIF® Remember the 1990s? That was when every business channel had multiple programs with business gurus picking and ranking mutual funds. It
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!