Category: Retirement
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Wealth Management vs Financial Advisor
A wealth management team generally includes attorneys, CPAs, CFPs, and CFAs. The team provides legal services (trust and estate planning), accounting services (tax preparation and planning), and investment management, while financial advisors limit themselves to investment management services. Wealth management fees are typically higher than financial advisor fees because of the included legal and accounting…
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Annuities
I don’t believe in variable annuities because they have high internal fees that produce returns less than you can get in similar investments outside of an annuity. I don’t believe in fixed annuities because they don’t provide more than long-term bond investments. Annuities have essentially no liquidity. No changing your mind.
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- Estate Planning (2)
- Insurance and Risk Management (3)
- Investing (17)
- Retirement (2)
- Wealth Management (2)
