Investment Return Figures Can Take Many Forms
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
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
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.