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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Featured Money Retirement

Do You Have a Retirement Plan, or Just a Bunch of Uncoordinated Accounts?

Inflation hit a 40-year high of 8.5% in March. Some people don’t factor in inflation when doing their retirement planning, but the significant spike in prices recently should be a ...
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Featured Lifestyle Retirement

$1M Is No Longer the Standard Nest Egg — Here’s How Much Most Americans Think You Actually Need To Retire

A recent survey conducted by Schwab Retirement Plan Services found that on average, plan participants think they need to save $1.9 million for retirement. But how accurate is this number? ...
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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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Featured Money Retirement US

Handling Market Volatility

When bull markets rage on everyone is excited and happy. When the bear appears, that sunshine quickly turns to doom and gloom. Adviser Russ Gaiser shares perspectives on ...
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Featured Income Money News

Fed’s Dreams Of Beating Inflation May Turn Out To Be Gold’s Worst Nightmare

While investors remain happy-go-lucky, fundamental data for gold and silver is now worse than in 2021. Is this the last chance to come back to earth? As another week comes to a ...
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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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Featured Money News Retirement

SECURE Act 2.0 Passes the House: Which Retirement Plan Rules Would Change?

KEY TAKEAWAYS SECURE Act 2.0 passed the U.S. House of Representatives on March 29, 2022. SECURE Act 2.0 would make changes to employer-sponsored retirement plans to expand coverage ...
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Featured Income Lifestyle Money Retirement

Views Why good retirement planning is about much more than money

When we think about helping clients prepare for retirement, the focus tends to be on target savings levels, asset allocations, drawdown plans, and how to manage the timing of ...
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Featured Retirement Taxes

Required Minimum Distribution Confusion in 2022

Required minimum distributions have gotten a little bit trickier in 2022. Joining me to discuss what you need to know is tax and retirement planning expert, Ed Slott. ...
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