Latest
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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.
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How to Build Your Financial House From the Foundation Up
When you draw up your financial blueprint, you’ll want the result to weather economic storms, risks that come with aging and other changes in your life.
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Are Bonus Annuities a Good Deal?
What seems like free money might not be in the long run, but sometimes bonus annuities can be worth it. Here’s how to figure out if one would work for you.
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Insuring Your Plan for Retirement Income
‘Longevity insurance’ ensures you don’t run out of money in retirement. How to figure out how much you need, the types of annuities to use and when the income should kick in are tricky questions, though.
