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To say annuities can be confusing is an understatement. There is no universal answer to whether an annuity is a good fit for your financial goals. It’s a personal decision and understanding how the contracts work is important. Whether you have an annuity or might buy one, here are seven questions you’ll want answered.
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Estate planning can be complex. Many people believe they’re not “rich enough” to have an estate plan, but this couldn’t be further from the truth.
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Losing your parent is a profound event. While you may be experiencing unprecedented emotional impacts, there are important financial actions to take immediately. Protecting your parents’ legacy by managing their finances after their death is one of the most critical ways to honor what they did with their time on Earth. Unfortunately, during these times, handling legal and financial affairs can feel insurmountable.