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5 Steps to Retirement Planning: An Introduction and How-to Guide

Featured Income News Retirement US News
A financially secure retirement starts with making a plan. There are two main steps: start with how much money you’ll need and your priorities, then choose account types ...
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Is Now a Good Time to Buy an Income Annuity?

Annuities Featured Money Retirement Taxes
Almost all retirees receive at least some form of guaranteed lifetime income, most commonly Social Security. For many households, Social Security represents the largest cash flow source in ...
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Is Delayed Retirement Bad for Your Health?

Featured Global News Lifestyle News Retirement
The actual data paints a very different story about whether working into old age will kill you. Only 73% of men who are retired by age 65 are ...
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Is Retirement Hazardous for Your Health?

Featured Lifestyle News Retirement US News
Cedars-Sinai Experts: Key to Healthy Retirement Is Staying Socially, Mentally, Physically Active By Kelsie Sandoval When Carrie Elam wakes up at 6 a.m., she begins her day with ...
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Enough With ‘Business as Usual’ Financial Advice: When The World Feels Like It’s Out of Control, This Is How I Reassure Clients

Advisors Contributors Featured Money News US News
Over the past 25 years, investors have lived through an extraordinary range of economic disruptions: Wars, global financial crises, recessions, a pandemic and surging inflation. I’ve walked with clients ...
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Here’s what can happen to a retirement portfolio when stocks are volatile (and how to hedge against it)

Annuities Featured Income Retirement
The stock market has experienced significant ebbs and flows over the past year, with everything from tech innovations to new federal policies driving volatility, and there have been lots ...
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Market volatility poses a serious risk for new retirees. Here’s how to prepare

Annuities Featured Income Money News Retirement US News
If you’re within a decade of retirement, the current stock market volatility may be a good reminder of a key risk that lies ahead for your nest egg. While stocks ...
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Annuity owners lead in retirement confidence as more investors seek guarantees

Annuities Featured Income News US News
Inflation, turbulent markets and uncertainty around Social Security have many Americans losing sleep over retirement. But new research shows one group is more confidence than most. Nationwide’s latest research finds ...
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How Policy Risks Affect Retirement Planning for Older Americans

Featured Retirement Social Security US News
Planning for a secure retirement is an enormous challenge – the plan must cover all of a person’s remaining years and beyond, considering their legacy. Further complicating such ...
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The Lifestyle a $3 Million Retirement Actually Buys in 2026

Featured Income Lifestyle Money Retirement Social Security
A $3 million portfolio withdrawing at 4% generates $120,000 per year. Pair that with maximum Social Security for a couple claiming at 70, which runs about $4,873 per ...
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