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

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Americans rate their financial happiness a 4.9 out of 10

June 2025

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One in Three Americans Caught Flat-Footed on Financial Preparedness

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

March 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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Understanding index crediting methods

October 2024

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Nearly Half of Americans Expect Slow Transition into Retirement

June 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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State Insurance Regulators Work to Protect Consumers Who Buy Annuities

November 2023

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

May 2023

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Do you want to make retirement easier?

April 2023

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Leveraging Annuities to Strengthen Your Retirement Strategy

January 2023

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

December 2022

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

August 2022

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

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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Answering Some Common Advanced Questions About Annuities

May 2022

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Legislation Still Lingering in Congress That Could Affect Annuities

April 2022

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Understanding the FA Protection Benefits of a GLWB Rider

March 2022

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Impact and Interest in Annuities in 2021

January 2022

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Understanding Risk and Confidence in Your Retirement Planning

December 2021

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Understanding Potential Red Flags of Fraud

November 2021

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How You Can Avoid Fraudulent Financial Professionals

November 2021

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Required Minimum Distributions - Common Questions About IRA Accounts

October 2021

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Lump Sum Payouts: Questions You Should Ask Yourself

October 2021

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How Is Your Annuity Doing Right Now?

September 2021

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September is Life Insurance Awareness Month (LIAM)

September 2021

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FIA Questions to Help Plan Your Retirement Strategy

August 2021

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Financial Perspectives on Aging and Retirement Across the Generations

August 2021

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Explaining Annuity Crediting Strategies: Participation Rate Strategy

July 2021

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Tax Day for Individuals Extended to May 17

April 2021

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Understanding the Different Types of Annuities

March 2021

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Buying an Annuity for the First Time?

January 2021

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2021 Changes for Social Security

January 2021

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Safety Tips for the Holiday Season

December 2020

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Remember How Retirement Has Those Unexpected Costs

November 2020

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FAQs About Fixed Indexed Annuities Part 2

October 2020

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FAQs About Fixed Indexed Annuities Part 1

September 2020

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Protecting Against Fraud When Buying an Annuity

September 2020

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What You Should Know Before Buying An Annuity

September 2020

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Over 50? You STILL Can Start Retirement Planning Today!

February 2020

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5 Ways to Prepare for Retirement

October 2019

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Tips Before Talking or Meeting with an Annuity Professional

September 2019

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How to Generate Retirement Income Through Annuities

May 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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