Longevity Annuities: Their Time Has Come
New rules open a landscape of possibilities for retirees to draw income in their 80s and beyond, Michael Finke writes.
Jeff Brown Tackles Tough Annuity Questions
Why don't more people annuitize? How should retirees fund their health care? Economist Jeffrey Brown has studied these difficult questions and more, Michael Finke writes.
Finke: Is Cash Value Life Insurance Disappearing?
Close examination reveals complexity—and opportunity—in life insurance buying trends.
You Can Leave Your Hat(s) On: Two Fiduciary Standards?
Creating two fiduciary standards would do nothing to reduce the current state of investor confusion; the real losers would be retail investors.
Will the SEC Create Two Kinds of Fiduciaries?
The debate rages on about what Dodd-Frank said the SEC could — or could not — do in writing a fiduciary rule for brokers.
Schwab Offers 7 Changes to SEC’s Money Fund Plan
Charles Schwab filed its comment letter Thursday, saying that while it “generally supports” the SEC’s plan, it has a “significant number of concerns."