How age gaps affect finances in May-December marriages
It is particularly important to be financially proactive when one partner is a decade older or more.
Insurance, Annuities, and Investments
Blog Listing
Are you doing enough to protect your highest earners?
Life and disability income insurance can help protect and retain the stars of your business.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
How to make a financial plan for your family
Everything changes when your financial plan includes other people. Here are tips for creating a family budget.
How to evaluate insurers for pension risk transfers
The selection of an insurer for a pension transfer by a plan sponsor comes with specific responsibilities.
Buying life insurance on a budget
The right life insurance policy not only protects your family from financial risk, but also fits your budget.
Five LGBTQ home ownership tips
Same-sex newlyweds who are in the market for a home must shop carefully.
6 ways group disability income insurance may fall short
Employer-provided programs may not cover what many people need.
Pension risk management is a long-term proposition
Understanding how life insurers manage risks may be helpful for employers considering pension options.
Understanding debt: A guide for life’s milestones
From student loans to mortgages, debt offers opportunities … and risks. Know both.
The benefits of pension risk transfer
A pension risk transfer through a pension buyout solution helps companies focus on their core business.
The institutional markets spring forward: Emerging trends
The economy’s momentum is generating opportunities for business, government, and other institutions.
Planning for your old age … while still of sound mind
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Is paying for long-term care part of your retirement plan?
Paying for possible long-term care needs is a growing concern. Planning ahead can help.
Can a life insurance, LTC combination boost a firm’s benefit program?
Products offering extended care options with life insurance may help overcome adoption challenges.
7 ways to pay for grad school
There are some ways to possibly mitigate the hefty cost of an advanced degree.
The retirement income crisis ... and what can be done about it
America’s retirement numbers aren’t adding up, but innovation and growing awareness may offer some relief.
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