1100 13th Street, NW, Suite 750Washington, DC 20005202.887.6400Customer Service: 800.544.0155
All Contents © 2020The Kiplinger Washington Editors
See All Authors »
Founder and President,
Mountain Peak Financial Inc.
Charles Ragonese is president of Mountain Peak
Financial Inc., which he founded in 1992. He is a licensed insurance agent and has passed the
Series 65 exam and is an investment adviser representative in California. Ragonese also holds
the designations of Chartered Retirement Planning Counselor (CRPC) and Certified Fund
Specialist (CFS), and is a member of the National Association of Insurance and Financial Advisors
(NAIFA). Mountain Peak Financial, Inc. focuses on retirement planning.
The death of a spouse has wide-ranging financial ramifications. Here are eight moves you could make right now to help ease some future burdens on the one you love.
See More From: Building Wealth
See if you have what it takes by answering a few questions.
Chances are, you’re going to need it someday, and luckily there are several options, including annuities and life insurance with an acceleration of the death benefit, designed to help.
When it comes to preparing for retirement, the devil is in the details. Just one slip-up can derail your plans.