Dollars and Sense: Creating Your Fulfilled Life

Annuities 101 with Steve Merdinger (Ep. 24)


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Purchasing annuities can be confusing, and on top of that, they’re often an emotional decision. In this episode, Nicole Romito breaks down annuities with Steve Merdinger, ChFC®, CFP®, Partner at Private Vista. They give an overview of points to consider and things to be aware of before purchasing them. Steve discusses:  What fixed and variable …

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Dollars and Sense: Creating Your Fulfilled LifeBy Nicole Romito