Annuity Skeptics Show When Immediate Annuities Could Shine
By Allison BellSPIAs may beat bare investment portfolios for long-lived retirees and in bad market downturns, the analysts say.
June 01, 2022
Inflation Causing 'Major Damage' to Americans' Finances: SurveyThirty-six percent of respondents have reduced their savings because of inflation, and 21% have reduced their retirement savings.
June 01, 2022
New Bill Would Bar DOL From Constraining 401(k) InvestmentsThe Financial Freedom Act is likely a reaction to Labor's scrutiny of crypto, Ed Slott and Fred Reish said.
June 01, 2022
Joe Duran: How Advisors Can Rise Above the 'Sea of Sameness'The head of Goldman Sachs Personal Financial Management counsels advisors to ask themselves: "Why would I hire me?"
May 31, 2022
SEC Hits Madison Avenue Securities Over Revenue Sharing, 12b-1 FeesThe firm must pay more than $800,000.
May 31, 2022
Life-Home Care Hybrid May Help Clients Manage Long-Term Care RiskThe program uses a rider attached to a whole life policy to pay for up to 50 weeks of home care.
May 31, 2022
Individual Life Claims Soared in the Second Half of 2021: Work GroupClients under 60 may have been the ones facing the biggest increase in mortality.
May 31, 2022
Annuity Buyers Rush for the RaincoatsBut Wink sales figures show savers still hope they can use their beach towels.