Retirement Pathfinder

Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

July 2, 2020

On today's show, we answer questions that have come in the mailbag. We discuss if it's worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy.

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Contact: http://pathfinderadvisory.com/contact/