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

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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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New Study Highlights Key Gaps in Retirement Planning Conversations

November 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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Americans with a financial advisor expect to retire two years earlier

August 2024

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High Housing Costs Erode Confidence in U.S. Economy

July 2024

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Many Americans Fear Caregiving Costs Will Prevent Them From Retiring

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

February 2024

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Fewer Americans are Optimistic About the Economy in 2024

February 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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How have families and belief in the American dream changed?

January 2024

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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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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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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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Worried About the Economy? These 3 Steps Can Help Protect You from Market Volatility

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

May 2023

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

April 2023

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4 Smart Ways to Leverage Your 2023 Tax Return

March 2023

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February Kicks Off Insure Your Love Month

February 2023

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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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The Upside to Rising Interest Rates: Adding Annuities to Your Retirement Savings Plan

December 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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Study Links Financial Discipline to Greater Happiness and Better Sleep

August 2022

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

January 2022

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State of the Retirement Market in 2021

December 2021

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Advisors Feel Annuities Suitable for Retirees and Pre-retirees

December 2021

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Financial Perspectives on Aging and Retirement Across the Generations

August 2021

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Report: Life Expectancy Dropped 1.5 years in 2020

August 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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Watching Your Retirement Budget During the Holidays

December 2020

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Remember How Retirement Has Those Unexpected Costs

November 2020

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How Fixed Annuities Offer True Power for Retirement

October 2020

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How Sequence of Returns Could Affect Your Retirement

October 2020

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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

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

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