Financial Planning for Retirement
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Financial Advisor
A financial advisor is a professional who works to help their clients meet and manage their most important financial goals in life. A fundamental goal of a financial advisor is to increase the net worth of their clients over time, while protecting them from risks such as loss of income due to disability, premature death and long-term care expenses. Financial advisors will also work with clients in the areas of tax planning, estate planning, and retirement income planning and asset decumulation.
Getting Started
Start with the Basics
Annuities can be complex, and it is easy to get bogged-down in product details that are difficult to understand.
Should I invest in a variable annuity?
Thanks for reaching-out.
It is generally very difficult if not impossible to provide a simple yes/no answer to this type of question without having much more detail regarding your situation and needs. That said, here are some things to think about:
Glossary:
Companies:
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Bank Annuity Sales
Submitted by tom on
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Top Financial Advisor in Cash
Submitted by tom on
Just what the retail investment industry does not want you to hear...
Yahoo published a recent story about one of the top performing financial advisors on Mark Hulbert's list.
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