
A joint lifetime income annuity and a fixed indexed annuity with an income rider both guarantee income for a surviving spouse, but they differ sharply on flexibility, cost and cash value
There are many types of insurance. Which ones are right for you?
Insurance is vital to
In this episode of Money Matters, Steven Podnos, M.D., CFP, addresses the various types of insurance and how they can help or hurt your wealth plan.
Steven Podnos, M.D., CFP is a fiduciary fee-only planner with HB Wealth. He can be reached at






