The Worst Part of Buying an Annuity, Is Not The Annuity

My first “big break”, or so I thought, in the finance industry came when I was 24. I spent two years working with at-risk children in a wilderness camp, a whole different story, and I was ready to begin my career in the finance world. I imagined this meant completing financial plans and helping clients as they transitioned into retirement. Receiving postcards from clients as … Continue reading The Worst Part of Buying an Annuity, Is Not The Annuity

5 Reasons to Avoid Fixed Index Annuities

Ten years ago, when I was first getting into the financial industry, my dad showed me a brochure for what appeared to be the perfect investment.  An investment that promised nearly all of the upside of the stock market with no downside.  We both knew that if it sounded too good to be true, it must be, but we couldn’t find anything wrong. Well, it … Continue reading 5 Reasons to Avoid Fixed Index Annuities