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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Majority of Investors Worried about Outliving Assets

April 2025

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

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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Debt is Limiting American Retirement Savings, Allianz Life Study Finds

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

December 2024

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Gen Z Beginning Financial Planning Earlier Than Previous Generations

June 2024

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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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State Insurance Regulators Work to Protect Consumers Who Buy Annuities

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

June 2023

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4 Tips to Help You Tidy Up Your Finances this Spring

May 2023

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The Many Benefits of Annuities Might Surprise You

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

January 2023

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Leveraging Annuities to Strengthen Your Retirement Strategy

January 2023

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Looking for a Short-Term Retirement Planning Solution? MYGAs

November 2022

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The Comparison Series: Annuities vs. Life Insurance

October 2022

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The Comparison Series: Annuities vs. IRAs

October 2022

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

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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Inflation, Recession and Healthcare Cause Worries About Retirement

August 2022

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Are the Pieces of Your Retirement Plan Inflation Proof?

May 2022

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Legislation Still Lingering in Congress That Could Affect Annuities

April 2022

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Retirees Depleting Retirement Plan Lump Sums Faster than Five Years Ago

April 2022

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Protect Your Loved Ones During InsureYourLove Month

February 2022

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Investors Choose Annuities and Protection Over Traditional 60/40 Allocation

February 2022

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Mark Your Calendar! Important Deadlines to Remember in 2022

February 2022

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Your COVID-19 Resources for 2022

January 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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Annuity Alliance Wishes You a Happy Thanksgiving

November 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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How to Choose an Investment Professional

November 2021

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Required Minimum Distributions - Common Questions About IRA Accounts

October 2021

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Let’s Talk the ABCs of Annuities

October 2021

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7 Reasons to Consider Annuities in 2021

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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On Track with Retirement Planning? Then Check the Boxes!

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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Explaining Annuity Crediting Strategies: Cap Strategy

June 2021

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How Annuities Have Changed During the Last 25 Years

June 2021

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Sharing Some Ideas for Celebrating Memorial Day

May 2021

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When You Should Use Your Emergency Fund

May 2021

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Defusing Your Top Four Retirement Risks

May 2021

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30 Steps to Take During Financial Literacy Month

April 2020

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Preparing for Your Journey Toward Retirement

April 2021

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Travel Tips For Spring Break During COVID-19

April 2021

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Sharing Some Potential Tax Tips With You

March 2021

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Six Quick Tips to Save for Your Retirement

March 2021

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Free File Can Make Taxes Easier for Seniors and Retirees

March 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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2021 Changes for Retirement Savings Plans

January 2021

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Why You Should Consider Rolling Over to an Annuity

December 2020

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Safety Tips for the Holiday Season

December 2020

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Watching Your Retirement Budget During the Holidays

December 2020

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Make Some Financial Resolutions Before Your New Year Resolutions

December 2020

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How Sequence of Returns Could Affect Your Retirement

October 2020

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FAQs About Fixed Indexed Annuities Part 2

October 2020

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Protecting Against Fraud When Buying an Annuity

September 2020

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4 Questions to Ask Yourself About Retirement Living

June 2020

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Tips for Reducing Costs During Retirement

April 2020

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

March 2020

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Steps to Take When You Are Having Trouble Saving Money

March 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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Evaluating CDs vs. Annuities

April 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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