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MarketWatch: Laura Mattia Featured in “‘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?”

, PhD, MBA, CFP®

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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 

Head shot of Laura Mattia

Senior Vice President, Financial Advisor

Sarasota, FL

Laura Mattia helps individuals and families make life’s biggest financial choices with confidence and clarity. Using a scientifically informed, values-based approach, she helps clients align retirement, investments, taxes, estate considerations, and life goals into a coordinated strategy designed to support the life they want to live.

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