Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
What to Do When Your Married Clients Can't Agree on Retirement Planning
By Ben MattlinHere's how to advise couples who don't agree about money matters like retirement timing, Social Security claiming and risk tolerance.
December 14, 2021
Capped vs. Uncapped Indexed Annuity StrategiesA Security Benefit executive answers questions about these common contract provisions.
December 13, 2021
Trendspotter: 401(k) Participants Are Staying in Plans After RetirementFor some advisors, this trend raises questions about compensation and conflicts of interest, retirement researchers say.
December 13, 2021
Top 10 Life, Health and Annuity Deals of 2021, So FarEnd-of-the-year fireworks could still be coming, but here's the current list of this year's biggest M&As to date.
December 10, 2021
Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: SurveyHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 07, 2021
Stock/Bond Combo Is Best for Higher Retirement Spending: MorningstarResearcher John Rekenthaler outlines why a blended portfolio might provide a higher withdrawal rate for retirees.
December 07, 2021
Investors Favor Annuities, Protection Over 60/40 Allocation: SurveyFinancial professionals tend to underestimate investors' interest in annuities that provide steady income, important in volatile markets.
December 07, 2021
The Secret Is Out on 7.12% Inflation-Protected BondsWith signals that the Fed will wind down asset purchases sooner than expected, this may be as good as it gets for Series I interest rates.