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Chances are, somebody at some point has tried to dissuade you from even considering an annuity. Maybe it was your dad (the same person who cautioned you would drown if you went back in the pool sooner than an hour after eating) who gravely warned you to steer clear of annuities because you’ll lose...

If you ask retirees who receive income from an annuity why they purchased the product, many would point to the peace of mind that comes with receiving a retirement paycheck for the rest of their lives. Annuities, like pensions, provide financial security in the form of guaranteed income payments for...

ThinkAdvisor Annuities: Love 'em or Hate 'em, Here's What Advisors Should Know No matter what you think of annuities, they are growing in popularity and could provide the income that clients approaching retirement are not likely to get from financial markets these days. “It’s an expensive time to...

Multi-year guaranteed annuities help protect savings when markets are volatile, while delivering compelling returns and tax advantages. For many people, comfort food – a buttery grilled cheese sandwich, a spoon of Häagen-Dazs straight from the carton, a bowl of chicken noodle soup, or whatever your...

A 2022 law makes it possible for annuities to deliver guaranteed income and tax relief, while helping retirees keep more of their money invested. Film, music and video game makers often hide “Easter eggs” for fans to discover. These are hidden features and rewards intended to delight those who find...

WealthManagement.com Just OK Is Not OK for Retirement Income It’s time to evolve from outdated, investment-only portfolio biases. There has been a very popular series of commercials running for the past year or so featuring the great line, “ Just OK is not OK”. The campaign is extremely humorous and...

Annuities offer a haven in volatile times. Many people love white-knuckle thrills. Tales of zombie apocalypse, haunted houses, and iconic bogeymen keep us in a state of heart-pounding suspense, waiting on the edge of our seats for what’s coming next. However, one scare that nobody appreciates is the...

For annuities purchased in the past 20 years, it’s time to do some comparison shopping and optimize your portfolio. Much like the smartphone category, the market for annuities is continuously evolving. Over the past few years, the market has changed in significant ways: rising interest rates have...

From financial freedom to legacy planning, annuities can help retirees without children achieve their retirement dreams Childfree doesn’t mean carefree Retirement Security – A universal concern A childfree home – Meet the Millers Next steps Childfree Doesn’t Mean Carefree Whether referred to as...

The 2020 RIA Retirement Planning Survey provides insight into advisors’ current retirement planning practices and strategies and helps advisors understand ways they may be able to better meet clients’ needs for predictable income and peace of mind in retirement.