Pension & Buy-Outs – Critical Considerations Are you or someone you know faced with a decision around whether to take your pension or buy-out in a lump-sum or through periodic annuity payments? If so, you probably know it is a complicated decision. How long do you think you’ll live? Does the plan allow for your …
buy-out
June 2023 Newsletter
Portfolio Rebalancing: What? Why? When? Have you ever received a Raymond James trade confirmation (or several), and quietly wondered what it was for? It was probably the result of an action I took on your behalf. My name is Jessie Schlanderer, and I am an Investment Analyst and Wealth Advisor here at Stephens Wealth Management …