Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Is the Attack on Annuities Still Fair?
By David StoneClients apparently want annuities more than many advisors realize, and this disconnect may be due to outdated perceptions.
April 12, 2022
How to Tell if That Retirement Client Is NormalNew research can help you tell whether a client is a tortoise, a hare or a potted plant.
April 12, 2022
2023 Social Security COLA Estimate Rises to 8.9% as Inflation ClimbsThe average Social Security recipient has lost $162.60 in purchasing power in 2023, according to an advocacy group.
April 11, 2022
4 Big Retirement Planning Topics That Baffle InvestorsMany workers age 40-73 struggle with these concepts, a survey shows. Do your clients understand them?
April 11, 2022
Retirement Planning Is No Laughing Matter: WealthConductor CEOYour clients want a customized planning approach that addresses their biggest fears, Sheryl O'Connor tells ThinkAdvisor.
April 11, 2022
Maryland Adopts NAIC's Annuity Sales StandardsWisconsin's governor already has a suitability bill on his desk.
April 11, 2022
U.S. Retirement Savers Oppose Annuitization Mandates: ICIThe group found that young, low-income adults were more open to the idea.
April 07, 2022
IRI Sees Strong Sales of Plain-Vanilla Fixed AnnuitiesVariable annuity assets tilted toward stock funds.