You may encounter a client or potential client who has a substantial portion of their retirement portfolio invested in their employer’s stock. Even though they ...
Posts by: Kevin P. Brosious, CPA, PFS, CFP
Kevin P. Brosious, CPA, PFS, CFP, a consultant for Newbridge Wealth Management in Bryn Mawr, Pa. He can be reached at kevin@wealthmanagement1.com.
Annuity terms and rates of return may vary considerably and can be confusing. When investors and their advisers investigate several annuities before purchasing,...