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

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Single in Retirement: Looking for Love and Financial Security

May 2025

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Majority of Investors Worried about Outliving Assets

April 2025

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Only thing working Americans find more confusing than how much to save for retirement is understanding teenage lingo

April 2025

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Inflation is Americans' Top Financial Concern and Most Say Their Income is Not Keeping Up

April 2025

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More than Two-Thirds of Women Investors' Careers Impacted by Caregiving Responsibilities

March 2025

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Survey Finds Troubling Gap Between Americans' Financial Fears, Actions

March 2025

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Time to Get Over the Financial Language Barriers Standing in the Way of Retirement Income Planning

March 2025

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

March 2025

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Jackson Study Reveals Vast Underestimation of Healthcare and Long-Term Care Costs in Retirement Planning

March 2025

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Outlook for Retirement Savers, Small-to-Midsized Business Owners Uncertain at Start of New Year

February 2025

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Majority of Americans Anticipate Improved Economy in 2025

January 2025

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Debt is Limiting American Retirement Savings, Allianz Life Study Finds

January 2025

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Spending Retirement Savings is Keeping Americans Up at Night

January 2025

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10 Facts About the Financial Fragility of Retirees in the Post-Pandemic Economy

January 2025

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Retirement Regrets Spark Financial Resolutions for the New Year

December 2024

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Americans Lack Plans for Retirement Income, Allianz Life Study Finds

December 2024

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Nearly 60 percent of future retirees think they will need a paycheck in retirement that's as big or bigger than what they receive today to live comfortably

December 2024

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Only 20% of Gen Z are Saving for Retirement, TIAA Institute Study Finds

December 2024

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Gen X Women On Average Believe They Will Need Over $2 Million to Retire Comfortably

November 2024

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New Study Highlights Key Gaps in Retirement Planning Conversations

November 2024

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Social Security Solvency: What Will Fixes Cost Americans Planning for Retirement?

November 2024

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Market Volatility Fuels Risk Averse Stance Among Investors

November 2024

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Gen Z Wants Financial Planning Help — Not Debt Solutions

October 2024

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Despite Economic Challenges, Nearly Two-Thirds of Employees Feel on Track for Retirement

October 2024

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Survey: Nearly 1 in 4 of All Parents and Half of Gen X Parents Worry Their Kids Will Be Financially Dependent on Them in Adulthood

October 2024

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The "Big Shrink": Americans are pulling back as prices rise - over 1 in 4 hit their limit on the prices of household staples

October 2024

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Finseca: Saving Tips Your Financial Advisor Wants You to Know

September 2024

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Parent Trap: Nearly Half of Adult Gen Zers Getting Financial Help from Mom & Dad

September 2024

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Retirement Reconsidered 2024: Second Annual F&G Survey Reveals Half of Americans Over 50 Continue to Delay or Consider Coming Out of Retirement

September 2024

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New Study Highlights Urgent Financial Risks for Women Entering Peak Retirement Years

September 2024

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Americans with a financial advisor expect to retire two years earlier

August 2024

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Americans Less Fearful About a Recession and Investing

August 2024

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2024 Pulse of the American Retiree Survey: Midlife Retirement ‘Crisis’ or a 10-Year Opportunity?

July 2024

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Gen X Approaching Retirement Crunch Time with Savings Regrets

July 2024

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Half of Americans Entering the Peak 65 Zone Are Already Retired and Claiming Social Security

July 2024

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Many Americans Fear Caregiving Costs Will Prevent Them From Retiring

July 2024

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Nearly Half of Americans Expect Slow Transition into Retirement

June 2024

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80 Percent of U.S. Women Say the Nation Faces a Retirement Crisis

June 2024

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New Report Highlights Link Between Retirement Fluency and Retirement Confidence

June 2024

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Gen Z Beginning Financial Planning Earlier Than Previous Generations

June 2024

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Equitable Survey Reveals Three-Quarters of Americans Feel Their Money Does Not Stretch as Far as It Did a Year Ago

May 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 Believe They Will Need $1.46 Million to Retire Comfortably According to Northwestern Mutual 2024 Planning & Progress Study

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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Americans Embracing Possibility of Living to 100, Many Expecting Over Three Decades of Retirement

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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Study Finds That Improving Financial Literacy Supports Retirement Wellness and Confidence

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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A Third or More Young Investors Acted on Misleading Online Financial Advice

January 2024

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Americans More Stressed with Inflation Affecting Finances

January 2024

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F&G's Fourth Annual Risk Tolerance Tracker Finds Inflation May Be Easing, But Inflation Fears Aren't

January 2024

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Nearly Half of Investors Believe the 2024 Election Will Have a Bigger Impact on Portfolios Than Market Performance

December 2023

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Not so Merry and Bright: MassMutual Quarterly Survey finds Americans’ Confidence in their Financial Futures Low ahead of Festive Season

December 2023

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Nearly Half of the Sandwich Generation Report a Time They were Unable to Meet Essential Expenses Due to Costs of Caregiving

December 2023

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Lost in Transition: Many Unsure About Managing Retirement Income

November 2023

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Transamerica Releases Extended Care Report Highlighting the Growing Importance of Long-Term Care Planning

November 2023

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Preparedness deemed more important than age in retirement planning

October 2023

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Majority of Americans Now Worry About Higher Taxes on 401(k)s and IRAs

October 2023

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IRI Research Finds Consumers Prioritize Retirement Income and Asset Protection More Than Growth

October 2023

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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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Majority of U.S. adults Believe Social Security Benefits Will Dry Up in their Lifetime

September 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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Three Tools for Americans Who are Lacking Confidence in Their Ability to Retire

September 2023

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The ‘Great Wealth Transfer’ Is Underway but Nearly Half Expecting an Inheritance Are Not Ready to Manage It

September 2023

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Two-Thirds of Americans Say Their Financial Planning Needs Improvement

August 2023

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New Report Finds Alarming Retirement Outlook for Generation X

August 2023

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Americans Making Significant Trade-Offs Among Those Saving for Both Retirement and College

August 2023

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Americans Believe They Will Need $1.27 Million to Retire Comfortably

August 2023

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Majority of Americans Have Taken a Financial Hit Due to Rising Interest Rates

August 2023

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Americans Facing a New Retirement Reality

July 2023

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Economic Climate Has Retirement Savers Eyeing Guaranteed Lifetime Income and Financial Planning Options

June 2023

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Americans Fear We're Heading For a 2008 Recession, or Worse

June 2023

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Two-Thirds of Americans Expect the United States to Enter Recession This Year

June 2023

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More Women Are Setting Financial Goals, Could Benefit From a Financial Wellness Mindset

April 2023

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Selecting the annuity income option that’s right for you

April 2023

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Three Lessons Ordinary Americans Can Learn From SVB's Failure

April 2023

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Do you want to make retirement easier?

April 2023

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Annuities Can Serve Multiple Roles in Your Retirement Plan

March 2023

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'Longevity literacy' may be key to better retirement readiness

February 2023

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Economic Uncertainty Delays Retirement Plans for Business Owners

February 2023

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Risk Aversion and Retirement Income Worries Have Increased Significantly Since 2021

January 2023

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Most Americans See Room to Improve Their Overall Financial Wellness in 2023

January 2023

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Nearly 1 in 3 Americans Say Their Financial Situation Worsened Over the Last Year

January 2023

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"Terrified": Nearly Half of Investors Check Retirement Balance 3 Times a Week

December 2022

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Two-Thirds of Women See a U.S. Recession Ahead, but Plan to Double-Down on Retirement Savings

December 2022

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Inflation Causing Majority of Americans to Stop or Reduce Retirement Savings

November 2022

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New Survey Finds Americans Want Even More Guaranteed Income in Retirement

October 2022

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More Americans Turning to Family, Friends, Prayer Than Advisors for Financial Advice

September 2022

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TODAY’S NO-NORMAL RETIREMENT JOURNEY: NEW RESOURCE TO MAP THE PATH TO RETIREMENT

September 2022

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How to Roar into the Second Half of Your Life

September 2022

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10 Questions to Ask If You Are Considering a Financial Professional

September 2022

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Inflation Risk is the Top Financial Concern for Nearly Three in Four Women

August 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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Inflation, Recession and Healthcare Cause Worries About Retirement

August 2022

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Four out of Five Americans Cite Inflation and Recession Anxieties as Top Retirement Income Concerns

July 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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60% of US Adults Say the Pandemic Has Been Highly Disruptive to Their Finances

June 2022

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Retirees Depleting Retirement Plan Lump Sums Faster than Five Years Ago

April 2022

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Planning for the Unknowns of Social Security

March 2022

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LIMRA: Americans Report the Highest Level of Confidence in Insurance Companies

January 2022

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Understanding Risk and Confidence in Your Retirement Planning

December 2021

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State of the Retirement Market in 2021

December 2021

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New Survey Reveals How the Pandemic Has Impacted Trends in Retirement

July 2021

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Preparing for Your Journey Toward Retirement

April 2021

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Six Quick Tips to Save for Your Retirement

March 2021

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Playing Catchup to Get Ready for Retirement

February 2021

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2021 Changes for Social Security

January 2021

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2021 Changes for Retirement Savings Plans

January 2021

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21 Financial Resolutions for 2021 from the AICPA

January 2021

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Why You Should Consider Rolling Over to an Annuity

December 2020

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Remember How Retirement Has Those Unexpected Costs

November 2020

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Leverage 2020 Tax Breaks for Your Retirement Planning

October 2020

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Four Ways to Help Retirees Make Their Money Last

August 2020

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4 Questions to Ask Yourself About Retirement Living

June 2020

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Looking for a Way to Make Your Money Last to Age 100?

March 2020

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Are These Social Security Myths Holding Back Your Income Planning?

December 2019

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5 Ways to Prepare for Retirement

October 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

Single in Retirement: Looking for Love and Financial SecurityMay 2025

Allianz Life Study Finds Inflation and Tariffs Increasingly Worrying AmericansMay 2025

Majority of Investors Worried about Outliving AssetsApril 2025

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