YOUR MONEY AND YOUR LIFE

“An annuity can be a very smart retirement investment for many people. That’s not just because an annuity can provide a secure revenue stream — a monthly check — for the rest of your life, no matter how long you live.” The author of this week’s article tells us that “in general, most people should avoid “variable” annuities because they have high costs and their tax benefits are often overstated.” “But true lifetime ”fixed” annuities do make a lot of sense” and there are criteria to educate you on how to purchased them. If you’d like to learn more, let us know. We’re always here to help.

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