Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
Use the 'Elam Ending' to Reduce Retirement Uncertainty
By David BlanchettYour clients can spend more freely in retirement by taking inspiration from a format used in basketball games.
March 14, 2023
Big U.S. Life Insurers Have $1.7B Invested in Banks in News: Wells Fargo AnalystsAnalysts are also talking about real estate prices and and debt refinancing.
March 13, 2023
How Life and Annuity Issuers Could Get Silicon Valley Bank FluOne weakness in issuers' defenses could be contracts with low surrender charges.
March 13, 2023
Income Annuity Shoppers Might Be Splitting: CannexThe amounts for consumers who want benefits now and those who will wait seem to be moving in different directions.
March 10, 2023
Annuities Can Help Clients Fight InflationSocial Security adjusts benefits for inflation. So do some commercial annuities.
March 09, 2023
A Retirement Recipe for Advisors Who Don't 'Cook'Popular consultant Marcia Mantell's latest book is for production-based advisors and agents whose clients need retirement help.
March 07, 2023
Women Lag Men in Retirement Confidence, Financial Literacy: BMO SurveyWomen were far more likely than men to say they did not have a financial plan.
March 07, 2023
More States Adopt Reg BI-Compatible Annuity Sales StandardsGeorgia, Illinois and Tennessee have joined 30 other states in adopting NAIC's annuity sales standard update.