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Is There an Alternative to Annuities?

Jill on Money with Jill Schlesinger

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Navigating Financial Plans: Caution Against Locked Funds

This chapter explores the drawbacks of a multi-bucket financial strategy and the recommendation of annuities, highlighting accessibility issues for future needs. It underscores the necessity of obtaining a second opinion from a certified financial planner while advising caution against overly product-focused advisors.

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