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

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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

Nearly Half of the Sandwich Generation Report a Time They were Unable to Meet Essential Expenses Due to Costs of CaregivingDecember 2023

State Insurance Regulators Work to Protect Consumers Who Buy AnnuitiesNovember 2023

Lost in Transition: Many Unsure About Managing Retirement IncomeNovember 2023

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