Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
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Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Here's one strategy that combines two different annuities to generate income and rebuild principal.