A very common question I receive is “what’s your opinion of annuities?” The person is always looking for either a “yes, they’re good” or “no, don’t use them” type of answer but in financial planning general advice is always bad advice. My response is always “they’re a way to generate guaranteed income.” Then the person…
Retirement Planning – Part 1: Saving & Investing
This is the first post of a new series I’ll be writing on retirement planning, covering everything from saving for retirement to some of the best retirement strategies I’m using today with clients. There’s a saying in financial planning that the answer to every question is always “it depends” because everyone’s situation is different. And…