Loreen was quoted in this U.S. News and World Report article on Irrevocable Life Insurance Trusts. Read the full story here.
Bloomberg TV 12.8.21
Watch our recent Bloomberg TV appearance here.
WealthWise Moment 12.8.21
https://wealthwisefinancial.com/wealthwise-moment-12-8-21/
Early Exit
Thinking of retiring early? Here’s what you need to know When you get to a certain age, you may find yourself daydreaming about retiring early, or at least before the “traditional” age of 65. It’s only natural—the COVID-19 pandemic has caused many people to rethink...
WealthWise Moment 12.1.21
https://wealthwisefinancial.com/media-events/wealthwise-moment-podcast/
Year-End Charitable Gifting and You
Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen charity. Keep in mind, this article is for...
Find Your Happy Place
Follow these three tips to help reach a state of happiness on a daily basis. Do you find that happiness is hard to come by on some days? With all the challenges of the past year, it’s sometimes just easier to find imperfections in everything and let crankiness rule...
Bloomberg Radio 11.18.21
Click here to listen to Loreen's recent appearance on Bloomberg Radio.
Bloomberg TV 11.18.21
Watch Loreen on Bloomberg TV here.
IRA Withdrawals that Escape the 10% Tax Penalty
The reason withdrawals from a Traditional Individual Retirement Account (IRA) prior to age 59½ are generally subject to a 10% tax penalty is that policymakers wanted to create a disincentive to use these savings for anything other than retirement.1 Yet, policymakers...
Yahoo! Finance – What To Talk About With Your Partner During Your Monthly Financial Check-Ins
Read our recent feature in the "Financially Savvy Female" Column of GOBankingRates and seen on Yahoo! Finance: What To Talk About With Your Partner During Your Monthly Financial Check-Ins
WealthWise Moment 11.10.21
https://wealthwisefinancial.com/wealthwise-moment-11-10-21/