Econ. 101-Supply and Demand – and Longevity Credits
Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to
Jim Lorenzen, CFP®, AIF® More and more boomers are beginning to approach retirement. No news there; but something’s been happening – and continues to
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.