How does your ideal retirement differ from reality, and what can we do to better align the two?
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You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.