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

Image Description

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

July 2025

Image Description

Americans point to physical and mental health as most important to well-being, but poor financial health prevents them from achieving wellness goals

July 2025

Image Description

Americans’ Financial Confidence On Decline Since 2020, Allianz Life Study Finds

June 2025

Image Description

Americans rate their financial happiness a 4.9 out of 10

June 2025

Image Description

Joining the Century Club: The New Retirement Risk Americans Aren't Ready For

June 2025

Image Description

New Study Finds One in Four Millennial U.S. Workers Expect to Live 30 or More Years in Retirement

June 2025

Image Description

One in Three Americans Caught Flat-Footed on Financial Preparedness

June 2025

Image Description

Americans Are More Worried About Running Out of Money Than Death

May 2025

Image Description

Retirees Spend Their Lifetime Income, Rather Than Savings

May 2025

Image Description

Single in Retirement: Looking for Love and Financial Security

May 2025

Image Description

Majority of Investors Worried about Outliving Assets

April 2025

Image Description

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

April 2025

Image Description

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

April 2025

Image Description

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

March 2025

Image Description

Survey Finds Troubling Gap Between Americans' Financial Fears, Actions

March 2025

Image Description

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

March 2025

Image Description

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

March 2025

Image Description

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

March 2025

Image Description

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

February 2025

Image Description

Majority of Americans Anticipate Improved Economy in 2025

January 2025

Image Description

Debt is Limiting American Retirement Savings, Allianz Life Study Finds

January 2025

Image Description

Spending Retirement Savings is Keeping Americans Up at Night

January 2025

Image Description

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

January 2025

Image Description

Retirement Regrets Spark Financial Resolutions for the New Year

December 2024

Image Description

Americans Lack Plans for Retirement Income, Allianz Life Study Finds

December 2024

Image Description

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

Image Description

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

December 2024

Image Description

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

November 2024

Image Description

New Study Highlights Key Gaps in Retirement Planning Conversations

November 2024

Image Description

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

November 2024

Image Description

Market Volatility Fuels Risk Averse Stance Among Investors

November 2024

Image Description

Gen Z Wants Financial Planning Help — Not Debt Solutions

October 2024

Image Description

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

October 2024

Image Description

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

Image Description

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

Image Description

Finseca: Saving Tips Your Financial Advisor Wants You to Know

September 2024

Image Description

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

September 2024

Image Description

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

Image Description

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

September 2024

Image Description

Americans with a financial advisor expect to retire two years earlier

August 2024

Image Description

Americans Less Fearful About a Recession and Investing

August 2024

Image Description

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

July 2024

Image Description

Gen X Approaching Retirement Crunch Time with Savings Regrets

July 2024

Image Description

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

July 2024

Image Description

Many Americans Fear Caregiving Costs Will Prevent Them From Retiring

July 2024

Image Description

Nearly Half of Americans Expect Slow Transition into Retirement

June 2024

Image Description

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

June 2024

Image Description

New Report Highlights Link Between Retirement Fluency and Retirement Confidence

June 2024

Image Description

Gen Z Beginning Financial Planning Earlier Than Previous Generations

June 2024

Image Description

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

May 2024

Image Description

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

May 2024

Image Description

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

May 2024

Image Description

Americans Reducing Retirement Savings and Taking on Debt Due to Inflation

May 2024

Image Description

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

April 2024

Image Description

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

April 2024

Image Description

Americans Want Retirement Investment Advice to Be in Their Best Interest

April 2024

Image Description

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

April 2024

Image Description

TIAA Institute Report Finds Ties Between Financial Stress and Mental Health

April 2024

Image Description

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

March 2024

Image Description

Study Finds That Improving Financial Literacy Supports Retirement Wellness and Confidence

March 2024

Image Description

Women Taking on More Financial Responsibility

March 2024

Image Description

IRI Research: Financial Professionals Make All the Difference

March 2024

Image Description

New Report: Economic Fears Driving Retirees Back to Work

February 2024

Image Description

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

February 2024

Image Description

Score Big with Your Financial Strategy

February 2024

Image Description

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

January 2024

Image Description

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

January 2024

Image Description

Americans More Stressed with Inflation Affecting Finances

January 2024

Image Description

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

January 2024

Image Description

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

December 2023

Image Description

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

December 2023

Image Description

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

December 2023

Image Description

Lost in Transition: Many Unsure About Managing Retirement Income

November 2023

Image Description

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

November 2023

Image Description

Preparedness deemed more important than age in retirement planning

October 2023

Image Description

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

October 2023

Image Description

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

October 2023

Image Description

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

October 2023

Image Description

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

September 2023

Image Description

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

September 2023

Image Description

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

September 2023

Image Description

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

September 2023

Image Description

Two-Thirds of Americans Say Their Financial Planning Needs Improvement

August 2023

Image Description

New Report Finds Alarming Retirement Outlook for Generation X

August 2023

Image Description

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

August 2023

Image Description

Americans Believe They Will Need $1.27 Million to Retire Comfortably

August 2023

Image Description

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

August 2023

Image Description

Americans Facing a New Retirement Reality

July 2023

Image Description

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

June 2023

Image Description

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

June 2023

Image Description

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

June 2023

Image Description

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

April 2023

Image Description

Selecting the annuity income option that’s right for you

April 2023

Image Description

Three Lessons Ordinary Americans Can Learn From SVB's Failure

April 2023

Image Description

Do you want to make retirement easier?

April 2023

Image Description

Annuities Can Serve Multiple Roles in Your Retirement Plan

March 2023

Image Description

'Longevity literacy' may be key to better retirement readiness

February 2023

Image Description

Economic Uncertainty Delays Retirement Plans for Business Owners

February 2023

Image Description

Risk Aversion and Retirement Income Worries Have Increased Significantly Since 2021

January 2023

Image Description

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

January 2023

Image Description

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

January 2023

Image Description

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

December 2022

Image Description

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

December 2022

Image Description

Inflation Causing Majority of Americans to Stop or Reduce Retirement Savings

November 2022

Image Description

New Survey Finds Americans Want Even More Guaranteed Income in Retirement

October 2022

Image Description

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

September 2022

Image Description

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

September 2022

Image Description

How to Roar into the Second Half of Your Life

September 2022

Image Description

10 Questions to Ask If You Are Considering a Financial Professional

September 2022

Image Description

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

August 2022

Image Description

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

August 2022

Image Description

Inflation, Recession and Healthcare Cause Worries About Retirement

August 2022

Image Description

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

July 2022

Image Description

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

July 2022

Image Description

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

July 2022

Image Description

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

June 2022

Image Description

Retirees Depleting Retirement Plan Lump Sums Faster than Five Years Ago

April 2022

Image Description

Planning for the Unknowns of Social Security

March 2022

Image Description

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

January 2022

Image Description

Understanding Risk and Confidence in Your Retirement Planning

December 2021

Image Description

State of the Retirement Market in 2021

December 2021

Image Description

New Survey Reveals How the Pandemic Has Impacted Trends in Retirement

July 2021

Image Description

Preparing for Your Journey Toward Retirement

April 2021

Image Description

Six Quick Tips to Save for Your Retirement

March 2021

Image Description

Playing Catchup to Get Ready for Retirement

February 2021

Image Description

2021 Changes for Social Security

January 2021

Image Description

2021 Changes for Retirement Savings Plans

January 2021

Image Description

21 Financial Resolutions for 2021 from the AICPA

January 2021

Image Description

Why You Should Consider Rolling Over to an Annuity

December 2020

Image Description

Remember How Retirement Has Those Unexpected Costs

November 2020

Image Description

Leverage 2020 Tax Breaks for Your Retirement Planning

October 2020

Image Description

Four Ways to Help Retirees Make Their Money Last

August 2020

Image Description

4 Questions to Ask Yourself About Retirement Living

June 2020

Image Description

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

March 2020

Image Description

Are These Social Security Myths Holding Back Your Income Planning?

December 2019

Image Description

5 Ways to Prepare for Retirement

October 2019

Image Description

Quick Question - What's Your Number for Retirement?

August 2019

Image Description

Are You Confident About Your Retirement Plan?

July 2019

Latest Posts

Bridging the Retirement Gap: Global Atlantic Survey Unveils Surprising Differences in Priorities Between Financial Advisors and Their ClientsJuly 2025

Americans point to physical and mental health as most important to well-being, but poor financial health prevents them from achieving wellness goalsJuly 2025

Americans’ Financial Confidence On Decline Since 2020, Allianz Life Study FindsJune 2025

Categories

Tags

Bull Market Holidays Taxes Insurance Agent Legacy Planning Questions Bear Market Fixed Indexed Annuities Retirement Planning Social Security Retirement Preparation Annuity Irs 401k National Annuity Awareness Month Myths Tips Holiday Recession Financial Advisor Cds

About Us

Annuity Alliance provides consumers with all the right resources for purchasing annuities from top-rated insurance carriers. Annuity Alliance has annuity specialists nationwide to assist you every step of the way. Our website is educational and useful for your retirement planning needs. ©2025 AnnuityAlliance.com | All Rights Reserved

Useful Links