Annuities

Annuities

Annuities Featured Retirement

Protecting Retirement Portfolios in a Bear Market

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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How To Build Your Own Retirement Paycheck

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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Annuities Featured Income Insurance Money Retirement

Why Advisors Shouldn’t Dismiss Index-Linked Annuities

According to Nobel laureates Robert Merton and Myron Scholes, financial options can be used to construct investments that “can be used by investors to produce patterns of returns ...
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Annuities Featured Income Lifestyle Retirement Social Security

Choppy Market Impacting Your Retirement Income Plan?

Find calmer seas with a retirement plan that includes safe income and eliminates the sour stomach that comes with market corrections. Read more at Kiplinger ...
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Annuities Featured Income Retirement

Why rising interest rates threaten bond funds

Bond funds, including mutual funds and exchange-traded funds (ETFs), are popular because they have appealing features. But they do have some significant disadvantages. Bond funds are liquid and ...
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Annuities Featured Income Retirement

Opinion: Retirees with annuities have more fun

OK, so it’s not exactly “fun.” But a new report says retirees who convert their savings into guaranteed lifetime annuities effectively double the amount they are willing to ...
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Opinion: How retirement planning needs to change in the new year

Considering annuities, insurance, new investments and delaying Social Security? Read more at MarketWatch ...
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Annuities Featured Income Retirement

Retirement Income: Spotlight on Annuities

Readers will note that annuities—which are seeing renewed interest since the Setting Every Community Up for Retirement Enhancement (SECURE) Act’s safe harbor was enacted for plan sponsors regarding annuities selection—rank highly ...
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Annuities Featured Income Retirement

How to Invest for Capital Preservation

Retirees and those approaching their final working years typically rank safe investing over capital growth investments. Capital appreciation is the goal of growing assets. An investor’s comfort with ...
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Annuities Featured Income Money Retirement

How Can I Make My Retirement Savings Last?

It’s not uncommon to worry about making your retirement savings last. Retirement may go on for decades, through good markets and bad. The money you’ve saved needs to ...
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