While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement...
Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of...
10,000 simulations highlight impact of guaranteed income for retirees “If the hard numbers and math don’t convince you, then take it right from the source. Retirees who had purchased an annuity are more confident than those without one” The research looked at how...
April is Financial Literacy Month and a reminder to examine your personal finance habits. A key element of financial literacy is how well-prepared you are for retirement. Unfortunately, few Americans are looking forward their post-working years. Our 2017 survey found...
You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...
Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from...
