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Why Annuities May Not Be Great for Legacy Planning

Why Annuities May Not Be Great for Legacy Planning

by Scott Monk | Insurance Planning

If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to save, you may be considering tax-deferred annuities. While annuities have their advantages, for those with strong legacy goals, they’re usually not the...
Why Annuities May Not Be Great for Legacy Planning

Why Annuities May Not Be Great for Legacy Planning

by Scott Monk | Insurance Planning

If you’ve maxed out your retirement savings vehicles, such as 401ks and IRAs, and still have discretionary income to save, you may be considering tax-deferred annuities. While annuities have their advantages, for those with strong legacy goals, they’re usually not the...
How Insurance Reinforces Your Financial Legacy

How Insurance Reinforces Your Financial Legacy

by Scott Monk | Insurance Planning

A conversation about legacy planning isn’t complete without a review of your insurance options. Finance is all about the allocation of risk and the fair compensation for assuming that risk. This is the foundation upon which every investment portfolio is built, but it...
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Charis Legacy Partners is an investment adviser registered with the Securities and Exchange Commission. Registration as an investment adviser does not by itself imply any level of skill or training. This website is solely for informational purposes. No advice may be rendered by Charis Legacy Partners, unless a client service agreement is in place.  Although obtained from reliable sources, Charis Legacy Partners cannot guarantee the accuracy of the information received from third parties. The opinions expressed herein are those of Charis Legacy Partners and may not actually come to pass. This information is current as of the date of this material and is subject to change at any time, based on market and other conditions. Past performance is no guarantee of future results. Investing involves the risk of loss and investors should be prepared to bear potential losses. For questions or to report any problems, please contact us.

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