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Author: Lisa Bussenger

Lisa Bussenger

Relevant Financial Advice for Today

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Should I own an Annuity?

March 29, 2018 Lisa Bussenger

Reading Time: 1 minuteAnnuities are an investment tool like a Stock, CD, or a Bond.   They serve a purpose.   Annuities that we use…

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Posted in: Annuities

Should I be converting any of my IRA dollars to ROTH IRA’s?

Lisa Bussenger

Reading Time: 1 minuteLet’s face it we don’t know what taxes will be in the future, and we all want to pay less…

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Posted in: Tax Strategies

Should I have Life Insurance at my age?

Lisa Bussenger

Reading Time: 1 minuteGreat question. But, there is not a standard answer.  Again this is an individual case by case discussion.   Some reasons…

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Posted in: Life Insurance

What are my options to protect my assets on a possible Long Term Care Illness?

Lisa Bussenger

Reading Time: 2 minutesThis the #2 concern we all have as we get older.   2nd to the number #1 concern of ‘running out…

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Posted in: Long Term Care

I have multiple IRA’s and a 401K’s, how do I know how I should take the RMD’s (required minimum distributions), and how much should I be taking?

Lisa Bussenger

Reading Time: 1 minuteThis is a great question and too many people make mistakes when taking or NOT taking their RMD’s and guess…

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Posted in: Income Planning

How do I know how much risk I should be taking with my investments?

Lisa Bussenger

Reading Time: 1 minuteThis is a common question, yet people really don’t know how to answer it.    So here is a rule of…

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Posted in: Investment's

Recent Posts

  • Should I own an Annuity?
  • Should I be converting any of my IRA dollars to ROTH IRA’s?
  • Should I have Life Insurance at my age?

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