Retirement Investing
Spotlighted here are the latest retirement investing tips, as well as in-depth reviews and analysis of retirement investing strategies.
For Clients in Their 70s, Mortality Was Still High in Q4
By Allison BellThe total claim count looked better, but not as low as it was during a 2021 COVID-19 lull.
June 08, 2023
Travel Outranks the Kids on Gen X Retirement Planning Priority ListSupport for parents ranks (far) below "I haven't thought about retirement expenses yet."
June 07, 2023
Why Clients Shouldn't Wait to Claim Ex-Spousal Social Security BenefitsThe ex-spouse's benefit will not increase if they wait beyond full retirement age to claim it.
June 07, 2023
California Annuity Sales Rule Bill Faces Consumer Group OppositionThe consumer groups want to require agents to disclose cash compensation.
June 07, 2023
10 Reasons to Claim Social Security Before 70Waiting until age 70 will result in the highest possible benefit, but it's not always the best choice.
June 01, 2023
Bermuda Offshoring Could Make Annuity Issuers Look Too Good: Moody'sThe rating agency says the rush to move business offshore comes with risks.
June 01, 2023
Planners' Life Tools Face Sales BlahsOne type of cash-value policy performed better than the others.
June 01, 2023
Life Insurers' Commercial Mortgages Did Something Strange in Q1The Trepp index alleges that they posted a positive total return...