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What Is an Annuity—and Why It May Be the Missing Piece in Your Retirement Plan
Last Updated: February 1, 2024 Do you consider yourself a good money saver? Do you live below your means? Do the market ups and downs make you nervous? If having safety in your retirement portfolio is important to you, annuities may be a good option. Annuities are gaining in popularity…
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What Is a Living Trust and Why You Should Have One
Last Updated: February 1, 2024 Estate planning is important, no matter your age, wealth, or financial assets or status. Basic estate planning often covers a will and advanced healthcare directives, which lets your medical team and family know your wishes for your health and care in life-threatening medical situations. A…
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10 Signs You’re Working With the Wrong Financial Advisor
Last Updated: February 1, 2024 Most people don’t know how to choose—or when to leave—a financial or investment advisor. Have you had a less-than-pleasant experience with a doctor, salesperson, or restaurant server? Almost everyone has! Bad customer service, poor communication skills, and mistakes from inattention to detail happen in every…
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