Latest
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Transform Your Retirement Plan With This Powerful Combo
If you're a retiree looking for the trifecta of income, liquidity and legacy in your retirement plan, consider combining a QLAC and an HECM.
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Got a Hot Rate on a Money Market Account? Think Again
After taxes and inflation, the real return you get may not be as good as you think. Here's another approach to consider: fixed deferred annuities.
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Confused by Annuities? Making Sense of the Different Types
Many investors aren't sure if annuities are a good option for meeting financial goals. Let's look at the different categories, along with their pros and cons.
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10 Ways to Generate Retirement Income
Here are some of the benefits and drawbacks of each of these retirement income strategies so you can see which ones might work for you.
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Goals-Based Retirement Planning Is All About You
Instead of focusing on arbitrary market returns, in goals-based planning you focus on your personal needs and wants for your retirement.
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How Interest Rates Affect Annuities
Find out why higher interest rates benefit some annuities more than others.
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How to Use Annuities for Retirement Paychecks
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options.
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Things Change: Is It Time to Update Your Retirement Plan?
Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives.
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How to Shop for Annuities Like You’re Buying a Car
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons.
