Jim Lorenzen, CFP®, AIF® Many years ago a prospective client told me his investment returns had averaged 25% per year over the past ten years. This
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!