What’s in our portfolio?

What is an annuity? What’s the difference between an inherited IRA, traditional IRA, and Roth IRA? Doesn’t cash mean paper money in my wallet? What is an IRA CD?

Suddenly being responsible for the family’s financial affairs can be overwhelming even with a clear understanding of different types of financial assets and products. To the individual who may have left family financial management responsibilities to their loved one who is no longer capable of these duties, this new role can feel like it is impossible. So, Jeff asked Scott Goldsmith, Senior Financial Advisor with Ron Blue Trust, to walk us through a sample financial statement and help us demystify these assets. (click on picture to begin video)