Laura Mattia, Ph.D, MBA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by MarketWatch in the article, “‘I am clueless.’ I am 65 and had $100K in my 401(k). An adviser put it all into an annuity, promising a 10% return. Now what?”
If someone recommends placing your entire portfolio into an annuity without significant discussion on the purpose, that’s a major red flag, says Laura Mattia, a certified financial planner and senior vice president at Wealth Enhancement.
Access the full article here: https://www.marketwatch.com/picks/i-am-clueless-i-am-65-and-had-100k-in-my-401-k-an-adviser-put-it-all-into-an-annuity-promising-a-10-return-now-what-55eac4c2?mod=search_headline