Retirement rule changes: 3 things Congress is considering
Legislators are discussing adding more retirement timeline flexibility and new savings features.
Insurance, Annuities, and Investments
Blog Listing
Hispanics face greater retirement risks
Latinos live longer and, statistically, have less saved for retirement.
Retirement needs vs. RMD rules — and the QLAC
When longevity concerns bump up against drawdown rules, look at this special contract provision.
Is there potential for market growth and guaranteed income? Yes
Some annuities offer a rider that can switch a market-growth focus to guaranteed income.
Social Security spousal and survivor benefits: Different and not equal
Survivor benefits differ from spousal benefits and require a careful strategy choice.
Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
3 uncomfortable truths about retirement
But challenges can be overcome with the help of experienced advice and guidance.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
5 potential retirement obstacles
Unexpected situations such as illness, injury, or career interruption can slow retirement savings.
Understanding 1035 exchanges
Swapping life insurance for long-term care options can be a possibility.
The ideal retirement withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
Keeping caregiver costs contained
Most family caregivers act out of love, but can incur costs that may impact their own financial well-being.
5 tactics for investing in your retirement
Following these time-tested investment principles may get you from the present to retirement.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
Annuities: Criticisms and rebuttals
Annuities are often disparaged by financial pundits. The criticism often misses the point.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Who did what with annuities? Take the quiz
Think annuities are kind of a dry subject? They actually pop up in history more often than you may think.
How directed trusts can help meet your estate planning needs
Beyond administration, they can help keep your investment philosophy on track.
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