Are you thinking about buying an annuity, but you’re worried you’ll make a mistake and lose money? Then you’re not alone. Annuities are complex, costly, and after a short window, are permanent. Plus, ...

An annuity can provide you with a steady stream of income, ensuring that you have money when you need it. That’s why many people turn to annuities during retirement, to be sure that they have cash ...

No matter how carefully you plan for retirement, life always throws curveballs. Medical emergencies, market declines, or ...

It’s essential to weigh the timing and type of product carefully when discussing annuities with your retired clients.

Retirement should be a time to kick back, relax, and enjoy your hard work. Let’s be honest, though. There’s more to a picture-perfect retirement than leisurely strolls and afternoon naps — it just ...

It’s time to talk about retirement. This isn’t the idyllic beachside paradise we all envision. It’s the nitty-gritty, practical side of securing your financial future. In this arena, women face unique ...

Learn how annuities, bonds and CDs can complement each other to build steady income in retirement, with insights from a ...

I hate annuities — and you should, too. That infamous line, popularized by financial entertainers and clickbait headlines, has shaped a generation’s perception of annuities. But let’s be honest — most ...

A recent study examined how different demographics should approach annuitizing to best position themselves against healthcare shocks in old age, including the need for long-term care (LTC).

When retirement planning with a client, the transition from the accumulation phase (where the focus is on building wealth) to the decumulation phase (where the focus shifts to using that wealth to ...

Saving for retirement is one of the most important financial steps you can take in life, but many people are falling behind. It’s never too late to start saving, but it does take some of the stress ...