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Tag Archive: benefits of annuities and pensions

I Hate Annuities (But I Love Pensions)

Steve Powers

After nearly 15 years as a financial advisor, I’ve come to accept that every prospective client who contacts me is like a snowflake: no two are ever identical.  While this is true, it is also true that there are many similarities between snowflakes and prospective clients, and one of those similarities is that many profess to not being fans of annuities.  Fair enough. Recently, a CPA referred a gentleman to me who has spent nearly 30 years working for a large manufacturing company.  And he’s...

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