See if an immediate annuity is right for you.
Top Three Reasons to Avoid Variable Annuities
Variable annuities are popular in times of market turbulence because of extra fringe benefits like “guaranteed income for life” or “withdrawal benefits.” However, these are the three reasons why those fringe benefits don’t always mean variable annuities are a good investment option for you: High Cost – variable annuities are double or triple the cost of a mutual fund, which … Read More
When an annuity “might” make sense
In this edition:
Generally speaking, I’m not a big fan of annuities. So just when could an annuity make sense. And what type of annuity is best?
You probably don’t need a financial advisor
In this edition:
I know this sounds strange coming from a financial advisor. Suggesting to you that you probably don’t need a financial advisor. So let me explain.
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