What (Many) Life Insurance Agents Won’t Tell You.
Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as
Jim Lorenzen, CFP®, AIF® First, let me state up-front that I AM a big believer in the power of life insurance, especially when designed as
James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th
Believe it or not, you’ll have a number of options available to you – and it pays to do your homework before making decisions that could be irrevocable – and costly.
Believe it or not, investing during working years was the easy part. Just keep accumulating! Even better, the money you put aside wasn’t taxable. Such a deal! Tax-delayed doesn’t mean tax-free however.