7 Best Countries for a Healthy Retirement
By Michael S. FischerFor retirees who consider access to affordable health care a top priority, these seven countries stand out.
December 20, 2022
The Year-End Planning Tip That Has Finance Profs TalkingMy colleagues at The American College shared a litany of ideas, but one strategy made everyone's list.
December 20, 2022
NAIC Task Force Adopts Index-Linked Variable Annuity GuidelinesThe industry may finally adopt a standard name for this variable-annuity product.
December 20, 2022
12 Worst States for November DeathsIn six states, mortality was more than 20% higher than the pre-pandemic average.
December 20, 2022
Ex-Merrill Advisor Who Threw Smoothie Catches FINRA's Eye Over Cash TransactionsFINRA says James Iannazzo structured cash transactions in his personal accounts to avoid federal reporting requirements.
December 20, 2022
Here's What Makes an Annuity 'Optimal' for ClientsStrategies that balance key behavioral and economic issues will likely provide the greatest benefit to retirees.
December 20, 2022
What the Bank of Japan's Surprise Move Means for InvestorsMarkets don't like uncertainty, and even a suggestion that Japan might let bond yields go higher is enough to rattle some investors.
December 20, 2022
'Must Pass' Spending Bill Includes 401(k) LTCI Premium Provision in Secure 2.0 ActParticipants could spend $2,500 per year on premiums without paying early withdrawal penalties.