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Lump Sum or Pension Annuity?

A question we often get asked from retirees is, "Should I take the lump sum or pension annuity?" Everyone's situation is unique, so it is important to calculate your probability of success to evaluate which option is best for you.

Matthews Barnett, CFP®, ChFC®, CLU®

Financial Planning Specialist

Casey Smith, President of Wiser, gives his thoughts on the Greenlight debit card for kids. Not sure if the card is worth it? Watch the video to learn some pros and cons about it.

https://conta.cc/2XnBpfV #greenlight #greenlightcard #money #kids #parenting

Many people approaching retirement age plan to claim Social Security as soon as they are eligible at age 62, but is that the best time?

https://conta.cc/3hDVDct #socialsecurity #ss #retire #retirement #retired #money

On today's episode of the Wiser Roundtable Podcast, the team talks about ways to maximize social security and why it is important to do so. Listen wherever you get your podcasts!

#socialsecurity #investing #ss #podcast #money https://conta.cc/3nzLXU9

Unsure if a lump sum or pension annuity is better? Watch this video to find out!

#lumpsum #pension #annuity #annuities #finance #money #investing #invest https://conta.cc/3tx7M88

Not sure why it is important to retire mortgage free? Read today's blog to find out! https://conta.cc/38Rb1h5

#retire #retirement #retiree #retired #mortgagefree #mortgage #debtfree #debt

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