Protecting Against Uncertainty
Written By: Cal Burgess | Retirement Servicing Group This morning I took my son to a local diner for breakfast. During the meal I couldn’t help notice the couple to the booth in front of me discussing how to protect a lump sum of money. This couple was in their mid 30s, with a 3 yr old they were busily entertaining. The option they were discussing was a 5 year CD. I found it interesting that the husband made the remark “5 years from now...
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