Don’t Let Extreme Fees Ruin Your Retirement

Don't let fees and expenses erode your retirement account Last week I met with a couple (I’ll call Bill and Mary) planning to retire in two years. Over their working careers, they had built up a nest egg of about $400,000. They are carefully taking steps to change their portfolio from an accumulation strategy to [...]

By |2020-04-14T18:21:26+00:00May 27th, 2017|Annuities, Financial Planning|