by Leif Jensen | Sep 21, 2022 | Estate Planning, Investing |
Reverse mortgages, you have seen the cheesy commercials where they get an old actor who hasn’t seen a payday on a decade or so, pitch the wonderful benefits to those who had not been lucky enough to plan for their retirement better. A reverse mortgage is a loan. A...
by Leif Jensen | Sep 20, 2022 | Estate Planning, Investing, Money Management |
As a financial professional I am amazed by how many people refuse to have an adult conversation about their financial position or estate planning. My wife has told me repeatedly that she is uncomfortable with the topic and her family never talked about such things. ...
by Leif Jensen | Sep 19, 2022 | Estate Planning, Investing |
You are retired or about to retire and you have all of these different accounts. Some are qualified and some are unqualified, and your eyes roll to the back of your head when you think about untangling all of these accounts. One thing you may not have initially...
by Leif Jensen | Sep 15, 2022 | Running a Business |
I recently engaged in an online exchange with leaders across the country on the topic of leadership and the value of reading. Some claim that reading is passe, that today’s world of blogs, documentaries, TED Talks, and other online resources provide just as much...
by Leif Jensen | Sep 14, 2022 | Estate Planning, Investing |
Do you have a significant net worth? Are you planning on leaving a significant net worth? Do you have plans in place to maintain that net worth for future generations? If at the moment you don’t have a significant net worth and want to leave one behind, I suggest...
