Principles of Preserving Wealth
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
Let’s start getting your financial priorities and attitudes in sync with model behaviors.