Thinking of Buying An Annuity? Do Your Homework.
Jim Lorenzen, CFP®, AIF® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client
Jim Lorenzen, CFP®, AIF® If you’re thinking of purchasing an annuity, here’s a report you might find helpful. I seldom use annuities for client
Jim Lorenzen, CFP®, AIF® A fiduciary advisor is good to have; but, YOU are a kind of fiduciary, too! Your family depends on you,
When most people buy things, they see only the price tag; but that doesn’t reveal the REAL cost, especially when it comes to luxury items. The real cost of luxury can be more than they realize.
It’s an election year, and while the headline topics dwell on the border, January 6th, the age of the candidates, and all the rest, few are talking about the “3rd rail” of politics: social security.
You can expect a few politicians will come up with innovative approaches (they know will never reach the floor for a vote), but it does make for good campaign sound bites. It can be confusing.