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10 Myths About Annuities You Shouldn’t Believe

While annuities have long been a viable retirement option, those new to retirement planning may discover a bit of misinformation about them. If you’re considering annuity-based products—such as fixed index annuities—as a way to boost the diversity of your retirement...

Baby Boomer Retirement Trends: Transportation & Health Care

Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles. Today, boomers are the longest living generation in history and remain at the forefront of...

Annuities: Why You Need To Know How They Work

You need to know how they work, because many financial planners recommend them to their clients for retirement planning purposes. In fact, one study shows that almost 90 % of planners recommend them. Does that mean you need them? Well, you can decide if you do, and if...

Two Tax Questions to Ask Yourself About Retirement Planning

Tax Day is just around the corner, and now is a good time to review your financial habits and goals, particularly as they relate to retirement planning. This reflection is also timely because retirement preparation can have significant tax implications—ranging from...