Funding Your Retirement With An Annuity...Does It Make Sense?
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YouTubeParallel Wealth
Funding Your Retirement With An Annuity...Does It Make Sense?
Learn more about our services: https://www.parallelwealth.com/planning In this video we'll take a look at if annuities make sense in 2022, with a specific focus on the retirement stages of life. The returns are not great, but if it provides you with what you need in retirement, then it could be an option for you. Just remember, everyone's ...
108.6K viewsMar 2, 2022
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There’s a new narrative unfolding in wealth management and it’s not just another article. It’s a wake-up call about the values we choose to define success. Thanks Rob Burgess’ I'm honored to be quoted in this piece from Financial Planning about how private equity is reshaping ownership paths in our industry. (Financial Planning) What the data shows is stark: Private equity accounted for 86% of RIA mergers and acquisitions in the first half of 2025 transforming firms and upending long-held promis
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