Be Skeptical. Be Wise.


“A healthy dose of skepticism” is a sensible and wise critical-thinking strategy where financial decisions are concerned.

Here’s a helpful example: aggressively sold indexed annuities must be approached with a healthy dose of skepticism. They are notorious for their complexity, lack of transparency, high fees, and long surrender periods.

But you don’t have to take our word for it…

In addition to our original article on the subject, a recent Kiplinger column lists a few items your annuity seller might neglect to explain. Also provided is a Fidelity article explaining further how indexed annuities work. All three resources are linked below. For a truly deep dive into the subject matter, listen to the Money Guy Show podcast episode.

We want you to have more information to make wise decisions before locking-up your money.

AGFinancial Kiplinger Fidelity Money Guy Show

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