How Insurance Reinforces Your Financial Legacy
A conversation about legacy planning isn’t complete without a review of your insurance options. Finance is all about the allocation of risk and the fair compensation for assuming that risk. This is the foundation upon which every investment portfolio is built, but it applies equally to other aspects of your finances, especially insurance. For folks […]
Why Annuities May Not Be Great for Legacy Planning
If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to save, you may be considering tax-deferred annuities. While annuities have their advantages, for those with strong legacy goals, they’re usually not the best option, especially if charitable giving factors heavily into those legacy goals. To understand […]