Newsroom

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?”

, Ph.D, MBA, CFP®

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

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 began her career in the financial industry over 30 years ago, rising to the positions of Controller and Chief Financial Officer before returning to school to pursue personal financial planning. In 2020, she founded Atlas Fiduciary Financial before joining Wealth Enhancement in 2024.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.