A Guaranteed Income for Life?
Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create
Jim Lorenzen, CFP®, AIF® In a previous post I talked about how everyone now has to be his/her own actuary, if they want to create
… and what it means to your retirement income – particularly your Social Security taxation in retirement. Jim Lorenzen, CFP®, AIF® Most people believe
Jim Lorenzen, CFP®, AIF® Generational planning didn’t seem important for old age financial security in my grandparent’s day. They were living at a time when Social
Jim Lorenzen, CFP®, AIF® Most of us want to learn how to diversify investments so we can reduce investment risk – but it may be
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.