Long-Term-Care Protection Strategies
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.