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June 26, 2014 by nina avery
Should I exchange my existing annuity for a new one? Read this first!
By Nina Avery, CFP® My partner and I were recently contacted to give a second opinion and explain a proposed annuity exchange to a confused consumer. If you have been contacted to exchange your annuity please contact us for a second opinion at Nina@montanalifegroup.com or Troy@montanalifegroup.com. We will be happy to evaluate your case and
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June 15, 2014 by nina avery
Protect the Ones You Love and Create A Secure Retirement at the Same Time
Written by: Nina Avery, CFP® Less than a week before my dad died he asked me to make sure he had done everything he could to protect my mother and make sure she was taken care of financially. I don’t know if he knew he was going to die or if it is just
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