Does your advisor make it easy to meet? Annex does. We get it. You, your advisor, and the long drive for a meeting before, during, or after work. Sounds fun, right? Weaving through traffic, finding a parking spot, jamming into an elevator and sitting in a lobby...
People typically buy annuities to help manage their income in retirement. Unfortunately, annuities sometimes offer security at a high price. Many annuity owners understand the concept of a surrender fee – a penalty you pay if you take money out of an annuity....
DYADT? Does Your Advisor Do This? Independent Custodians If you work with a financial advisor, ask him or her if your account is held with the brokerage firm that employs him or her or if it is held with an independent third-party custodian. A custodian is a...
