Dirty Secrets About Annuities

Accounting & Financial Concierge Services, Articles, Financial, Trustee Assistance

When you visit your financial advisor, you trust their competency and ability to maintain and grow your hard-earned money. You rely on these investments to provide for your retirement, and every dollar counts when planning to live on a fixed income. But what if your financial advisor does not disclose that they collect a higher fee based on an annuity account you may not benefit most from? How do you know if annuities are a right fit for your portfolio? Here are the dirty secrets about annuities.

digital assets

Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle

Digital Estate, Fiduciary Services, Financial, Personal Planning, Uncategorized

Are Your Digital Assets Protected? Don’t Overlook This Important Piece of Your Estate Planning Puzzle   The concept of estate planning has always been pretty straightforward: by “planning” in advance, you can ensure your assets are protected should you become incapacitated, and later distributed in accordance with your wishes after you’re gone. Of course, the…