‘Alphabet Soup’ Of Advice Leaves Investors Hungry
(Market Watch) — Say you’re nearing retirement age, and you want to improve your portfolio to make sure it lasts a lifetime and helps meet your personal goal of putting the grandkids through college someday. You also need to help your grown daughter as she goes through a divorce, and you have a desperate need for estate planning — as well as ongoing tax counsel — plus a needs evaluation on long-term care insurance, and you’ve heard about annuity products that could help you lock in an income stream for you and your spouse for the rest of your lives.
