After you get a will or trust, where is the best place to store those documents? Spoiler: not in a bank safe deposit box.I am starting to receive marketing mailings from financial advisors inviting me to a free lunch or dinner to listen to annuity investment presentations. I went to one recently by a fee-based financial planner who told me he also acts as a broker when investing in annuities. He’s been pressuring me to invest all of my retirement funds into a fixed indexed annuity.
A good advisor would never pressure you or suggest putting all your investment eggs in a single basket. Look instead for advice from a
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