Maximizing the Retirement Paycheck
Social Security deferral and a private annuity strategy make for a powerful income combo.
Get Ready for Clients Who Keep Living
Four scenarios for longevity and financial advice.
4 More Annuity Answers Investors Need to Know
NAFA has released a paper that helps advisors answer clients' most important annuity questions.
5 Annuity Answers Every Investor Needs to Know
NAFA has released a paper that helps advisors answer five of the most important annuity questions.
3 Ways to Boost Impact Investing, Spur Millennial Investors
Wealthy millennials are twice as likely as their grandparents to use their investments for social impact.
BofA to Pay $7.65 Million SEC Penalty Over Capital Overstatements
Bank of America will pay millions on claims that it overstated its capital by billions after failing to report losses tied to Merrill buy.
Financial Pros Just Don’t Get Millennials: Study
In particular, young investors find efforts to reach them on social media "creepy," a study by Oxford undergrads and BNY Mellon finds.
New Hybrid Indexed Annuities Balance Market Volatility
Insurance carriers have developed a hybrid fixed indexed annuity with a built-in hedge that allows greater potential for participation in market gains.
What's Next for ETFs and the 401(k) Business?
Blackrock's iShares will close 9 target-date funds and 9 other ETFs geared for the retirement market.
How Financial Planning Improves Investors’ Bottom Lines
My financial planning "software" stress-tests a client’s portfolio by calculating their federal and state tax burden for years to come.