Personal finance challenges: annuities
More from this series

Personal finance: frequently asked questions

Paying for college/university

Risk and volatility - all investments have them

Emotions of investing and how to avoid them

Personal finance challenges: retirement roadblocks

About the expert
Bob Gavlak
Certified Financial Planner

Bob Gavlak is a CFP® professional and the Founder & CEO of Balance Wealth. He does his best work with good people who want to make a difference in the world through their own financial success. The core to a good planning relationship is mutual trust and respect – a balance of professional and personal connection.

Bob is also a well-known financial educator, putting on regular seminars for pre-retirees and retirees to help sort through the many issues that arise during this time. Through these educational forums, Bob helps to empower every individual to understand the planning that needs to go into a successful financial plan. Through teaching, Bob hopes to give a fresh outlook on a topic that is an integral piece to everyone’s financial success.