Tip: Still Selling Strong. In 2017, investors purchased $192.1 billion in annuity contracts. Most of this capital—$108 billion—went into fixed annuities. Source: LIMRA, 2018 Individuals hold about $2.2 trillion in annuity contracts;…
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A recent survey found that 23% of people were very confident about having enough money to live comfortably through their retirement years. At the same time, 33% were not confident.1…
Many people have a clear vision of what their ideal retirement looks like. Some desire vacation homes in tropical destinations, while others plan to spend quality time with their grandchildren…
Perhaps Bette Davis said it best when she observed, “Old age is no place for sissies.”¹ The challenges seniors have met throughout their lives have made them wiser and stronger,…
Taking withdrawals from a traditional portfolio exposes fixed-income investors to “sequence of returns” danger. In other words, experiencing negative returns early in retirement can deplete your portfolio more quickly than…
Buying a home is the single-largest financial commitment most people ever make. And sorting through mortgages involves a lot of critical choices. One of these is choosing between a fixed…
While many people are familiar with the benefits of traditional 401(k) plans, others are not as acquainted with Roth 401(k)s. Since January 1, 2006, employers have been allowed to offer…
If you are new to Medicare, there are several questions you should consider while approaching or within your Initial Enrollment Period (IEP) or a Special Enrollment Period (SEP). Use this…
According to Yale University’s Crash Confidence Index, only about 27% of investors are confident the stock market will not crash sometime during the next six months.1 But if fear leads…
An estimated 721,000 vacation homes sold last year. That’s down nearly 22% from the year before.¹ When it comes to insuring your second home, you may find that the coverage you need…
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