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Jun 9, 2025

Considering an Annuity? Read this First

The annuity marketplace has evolved, and many modern annuities now offer reduced fees and greater transparency. Before purchasing, make sure you fully understand the costs involved.

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AUTHORS

Elaine E. Bedel, CFP®

CEO

Evan D. Bedel, CFP®

President

Meredith Carbrey, CFP®

Sr. Wealth Advisor, Director

Ryan A. Collier, CIMA®

Vice President and Director of Investment Management

David Crossman, CFA

Sr. Portfolio Manager

Anthony Harcourt, CIMA®

Portfolio Manager

Kathryn J. Hower, CFP®

Sr. Wealth Advisor and
Director of Financial Planning

Jonathan Koop, CFA

Sr. Portfolio Manager and
Manager of Investment Management

Sarah Mahaffa, CFP®

Sr. Wealth Advisor and
Manager of Financial Planning

Abby Presley, CFP®

Wealth Advisor &
GenerationNeXt Team Leader

Mathew J. Ryan, MBA, CFP®, EA

Financial Planning Specialist

Austin Stagman, CIMA®