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Perspectives

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Merger Mangled

Where Annuities Fit in the Puzzle

Annuity providers will tell you their products are the only way to guarantee lifetime retirement income, outside of Social Security and a defined benefit pension. While that may be true, the promises and potential are frequently misrepresented or misunderstood. Advisors need a realistic grasp of exactly how and where annuities can best fit in a…

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College Savings: Navigating 529s and Changes to FAFSA

One of the first questions I often get asked after clients welcome a new baby into their family is, “what is the best way to save money for their college education?” Not only are the baby’s parents interested in saving as much as possible for their child’s college education, but grandparents are often interested in…

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