Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

Retirement Pathfinder with Barbara Lane & Phil Guske
02/07/2020 23 min Episodio 47
Mailbag: Penalty Fees, Inheritance, Travel Budget, & Using A Trust In Your Plan

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Episode Synopsis

On today's show, we answer questions that have come in the mailbag. We discuss if it's worth paying a penalty fee on a variable annuity, letting your children know about their inheritance, how to budget for travel, and if incorporating a trust in your plan is a good strategy.
Important Links:
Pathfinder Wealth Management: http://pathfinderadvisory.com/
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