Latest
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One Way to Avoid a Potential White-Knuckle Ride Through Retirement
retirement With a bull market entering its 11th year, retirees need to protect themselves from stomach-dropping volatility. Annuities can be one tool to consider.
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Why I Love Annuities, and So Should You
retirement Guaranteed income is something everyone needs throughout their retirement, and the right annuity can provide that.
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7% on a Fixed Annuity? Don't Believe It.
annuities Ads touting 7% guarantees are misleading, though not quite false. Real rates around the 4% range are attractive enough.
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A New Year's Checkup for Financial Success in 2020 and Beyond
retirement Now that a new decade has started, get motivated to make it the best ever for your finances by taking a few practical steps.
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You Need an Asset Allocation Plan Even More in a Bull Market
retirement It's tempting to overinvest in stocks today, but everyone needs some safe ballast. For part of your safe-money portion, fixed annuities offer guarantees, higher rates and tax deferral.
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Financial Surprises Retirees (and Those About to Retire) Want to Avoid
Making Your Money Last Even the most diligent pre-retiree planner can get tripped up by unpleasant financial surprises. Follow these tips.
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A Retiree’s Guide to Key Dates in 2020
Budgeting Now is the time to assess your financial situation, look ahead and mark your calendar.
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When Used Correctly, Deferred Annuities Deliver Powerful Tax Advantages
retirement To take full advantage, pick the right type of annuity and take care to set up your beneficiaries correctly.
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How to Sleep Soundly During a Volatile Market
It’s a great time for worried investors to consider short-term, fixed annuities.
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