The S&P 500 is up 15.4% in the three months ending Jan. 23, while both inflation and mortgage lending rates seem to be coming down. Yet household costs remain high ...
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Annuities
Good retirement income planning involves adjusting to circumstances and evaluating innovative products. Consider an FIA to manage downside risk. Just like other types of annuities, you purchase an FIA ...
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The future ain’t what it used to be,” the inimitable Yogi Berra once said. Yogi knew the future is unpredictable. No one in 2019 could have predicted a ...
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If you’re like many people who’ve focused on the negative impact of higher interest rates after shopping for a car or home equity loan, it’s time to look on ...
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Advisors with any substantial experience working with clients will know that managing income and spending in retirement can be a big challenge from both an analytical and behavioral ...
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New and soon-to-be retirees can minimize the “sequence of returns risk” by adjusting both their portfolio and their investing mindset. Investors who don’t manage this risk might wish ...
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Some of the nation’s money management giants are tackling the growing concern that more Americans may begin to outlive their retirement savings. Starting in the fall, Fidelity will let ...
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Retail sales of annuities have been booming on higher interest rates even as new data shows that workers want lifetime income products more than other employer resources aimed to boost ...
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According to a study by the Employee Benefit Research Institute, over a quarter of retirees are spending more than they can afford due to the pressures of inflation and a ...
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As the CEO of a company whose mission is to help people secure retirement, I am obsessed with the unintended consequences of retirement planning and advice that focuses ...
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