One of our newer client bought a MetLife variable annuity several years ago. They wanted our opinion as to whether the annuity was a good deal for them as they really didn’t know what they bought it or how it worked. Here is an overview of what we found.
Are annuities good or bad?
Back in the late 90s, we had over $60 million of investments allocated to annuities. Today we don’t put any money in annuities. Here’s why…
Annuity creates surprise tax bill
Someone, most likely an annuity salesperson, may have told you an annuity is a good way to reduce your income taxes. Well, here’s a situation we came across where an annuity created a huge tax bill that came as a big surprise to the family.
How to deal with stock market volatility
One area of investing that hardly ever gets any attention is how to handle market volatility.
Here’s 5 tips to help you deal with market volatility. Because like it or not, you’re going to have to deal with it.
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