They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.
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As a Gen Z or Millennial, you may think you’re too young to think about life insurance, but actually your need for coverage may be higher now than when you’re older. You’re just starting out and likely haven’t had time to amass significant assets that might offset a sudden loss of income.
Annuities have been around for centuries as a way to create a retirement income stream. Yet they’ve taken heat in recent years due to bad products or unscrupulous companies corrupting their image. In our higher interest rate environment, annuities are back in the spotlight, but what exactly are they, and how might they work inside an overall financial plan?
Having a child has always been a big decision, and a big expense, but how much more do new parents today have to pay than their parents did? Here’s what it costs to raise a child in 2023, compared with 1983, and advice on how to manage the expense.