Latest
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Too Heavy in Stocks? Annuities Could Be a Rebalancing Option
Annuities, especially multiyear guarantee annuities, offer a way for Baby Boomers to rebalance their portfolios, while providing good rates and tax advantages.
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Nervously Nearing Retirement? Four Do’s, Four Don’ts and One Never
With so many critical decisions to make and lots of opinions to consider, here are some common-sense tips to keep you on track.
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Do You Have Enough Income to Retire? That Is the Question
To be or not to be secure in retirement… Income planning is critical, and that means testing different strategies and products to get your best outcome.
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Advisory Annuities Let You Eliminate the Middlemen
With a traditional annuity, multiple entities take a cut before you get yours, but there’s a new, interesting option that, for some, is worth considering.
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Considering Annuities? Here’s What to Keep in Mind
It takes time and effort to understand the many different types of annuities that are available and whether they’re right for you. You can start here.
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Remember: Retirement Accounts Are Not All Taxed the Same
How you handle your pre-tax and after-tax accounts can make a big difference in your income in retirement and the legacy you leave.
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Annuities Have an Awareness Problem: Why That Matters
The shift away from pensions means millions of Americans won't be financially secure in retirement. Annuities could help, but many don't know what they can do.
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Three Investments That Put Your Money to Work With Less Risk
Bonds, brokered CDs and fixed annuities can be quickly liquidated while providing steadier returns and fewer fluctuations to your principal.
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Annuities Provide Peace of Mind and Lifetime Income
And while they may be a good supplemental income strategy for retirement, they may not be the best return on investment in all instances. Here’s what to consider.
