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Blog Tag: Private Wealth Management

There has been a lot written about when to collect Social Security benefits. Despite this, most retirees remain confused – and rightly so! This area of financial planning is very complicated with general rules and a host of exceptions to those rules. Moreover, searching for advice at your local Social Security office may result in conflicting recommendations on the best strategy.

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Are you considering surrendering an annuity contract or purchasing a new one? Annuities have been the brunt of considerable criticism lately and consumers are getting mixed signals. There are TV commercials that joke that death is a better option than purchasing an annuity, but the fact is over $200 billion was deposited into annuity contracts in 2017. So who’s right? Is there a middle ground where sometimes annuities make sense while other times they don’t?

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