We hope you enjoy the latest news and articles about the annuity and retirement planning industry

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Advice Pays in Peace of Mind and Time: Vanguard Survey Reveals Hidden Value of Financial Advice

August 2025

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Nearly 70% of Americans Say Financial Uncertainty Has Made Them Feel Depressed and Anxious

July 2025

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Gen Z Grapples with Debt, Some Spend Freely Despite Low Confidence in Retirement Readiness

July 2025

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Bridging the Retirement Gap: Global Atlantic Survey Unveils Surprising Differences in Priorities Between Financial Advisors and Their Clients

July 2025

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Finseca: Financial Planning Tips for Couples: Building a Strong Financial Future Together

March 2025

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Nearly Half of Americans Expect Slow Transition into Retirement

June 2024

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Seven in 10 Pre-Retiree Investors Say Retirement at 65 Is Not Achievable

May 2024

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Americans Reducing Retirement Savings and Taking on Debt Due to Inflation

May 2024

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Majority of Plan Sponsors Concerned Future Retirees Will Run Out of Money in Retirement

April 2024

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Seven in Ten Women Investors Are Rethinking If and When They Can Retire

April 2024

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Americans Want Retirement Investment Advice to Be in Their Best Interest

April 2024

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TIAA Institute Report Finds Ties Between Financial Stress and Mental Health

April 2024

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Amidst another wave of layoffs, a new Quicken survey uncovers what is driving Americans' personal finance decisions

March 2024

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Women Taking on More Financial Responsibility

March 2024

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IRI Research: Financial Professionals Make All the Difference

March 2024

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New Report: Economic Fears Driving Retirees Back to Work

February 2024

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Only Thirty Percent of Retirees Did Enough Planning For How To Spend Time In Retirement

February 2024

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Score Big with Your Financial Strategy

February 2024

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As Americans Look Ahead to a New Year, Lincoln Financial Group Shares Recommendations for Turning Financial Resolutions Into Reality

January 2024

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Retirement Reconsidered: F&G Survey Reveals Half of Americans Are Pushing Back or Coming Out of Retirement

October 2023

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More Than a Third of Americans Say Uncertainty About Their Finances Keeps Them Up at Night at Least Monthly

September 2023

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It’s Annuity Awareness Month! You Know What That Means!

June 2023

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Is This a Financial Crisis? 4 in 10 Investors Say Yes

May 2023

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Annuities Can Serve Multiple Roles in Your Retirement Plan

March 2023

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Risk Aversion and Retirement Income Worries Have Increased Significantly Since 2021

January 2023

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Inflation Causing Majority of Americans to Stop or Reduce Retirement Savings

November 2022

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The Comparison Series: Annuities vs. 401(k)s

October 2022

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New Survey Finds Americans Want Even More Guaranteed Income in Retirement

October 2022

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The Majority of Americans Say Their Financial Planning Needs Improvement, But Only a Third Seek Professional Help

August 2022

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Survey: Retirement Savers Concerned About Financial Harm Under Fiduciary-Only Government Regulation

July 2022

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Less Than Half of Women Know How to Make Their Money Last in Retirement

July 2022

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Consumers Show Highest Interest in Annuities in 2021 in Last 13 years!

February 2022

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Understanding Risk and Confidence in Your Retirement Planning

December 2021

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Advisors Feel Annuities Suitable for Retirees and Pre-retirees

December 2021

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How You Can Avoid Fraudulent Financial Professionals

November 2021

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How to Choose an Investment Professional

November 2021

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When Does an Annuity Fit Into Your Retirement Planning?

September 2021

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September is Life Insurance Awareness Month (LIAM)

September 2021

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June is National Annuity Awareness Month

June 2021

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Playing Catchup to Get Ready for Retirement

February 2021

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Buying an Annuity for the First Time?

January 2021

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2021 Changes for Retirement Savings Plans

January 2021

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FAQs About Fixed Indexed Annuities Part 1

September 2020

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What You Should Know Before Buying An Annuity

September 2020

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Are These Social Security Myths Holding Back Your Income Planning?

December 2019

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Tips Before Talking or Meeting with an Annuity Professional

September 2019

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Quick Question - What's Your Number for Retirement?

August 2019

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Are You Confident About Your Retirement Plan?

July 2019

Latest Posts

Advice Pays in Peace of Mind and Time: Vanguard Survey Reveals Hidden Value of Financial AdviceAugust 2025

Hitting the Pause Button: Peak 65 Consumers Delay Retirement, Change Investment Strategies and Harbor Social Security FearsAugust 2025

Allianz Life Study Finds Record High Investment AnxietyAugust 2025

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