Three Ways to Minimize the Tax Burden on Retirement Income
Read moreTax day is coming up in just a few weeks and while tax filing will never be fun, some planning now can make a big impact down the road when it comes to dealing…
MyRA: One Year Later
Read moreA year after the initial launch of MyRA, we take a look at what’s happened since the announcement and its progress in its first year.
The 20th Anniversary of Fixed Index Annuities
Read moreThis week Fixed Index Annuities (FIAs) reached a milestone – their 20th anniversary! On February 15th, 1995, Fixed Index Annuities were first introduced to con…
5 Best Reads on Retirement
Read more2014 was a big year in retirement news and research, from women’s retirement savings still lagging behind men’s to LGBT Baby Boomers and soon-to-be-retirees co…
Prepared for Retirement? Higher Education Professionals Are
Read moreAccording to a new Teachers Insurance & Annuity Association survey, higher education faculty is better prepared for retirement than the general population – se…
Trends for Fixed Annuities in 2015
Read moreOnce simply viewed as a safe way to guarantee a lifetime stream of income, fixed annuities have emerged as a balanced instrument that offers the potential for …
Hope for the Best, Prepare for the Worst
Read moreAccording to recent statistics from the Alzheimer’s Association, the prevalence of Alzheimer’s is unfortunately on the rise in the United States as baby boomer…
Preparing Your Finances for the New Year
Read moreWith 2015 right around the corner, many people find December to be the ideal time to review their finances and retirement planning and make adjustments for the…
Fixed Indexed Annuity Riders Made Simple
Read moreUnsure if an FIA will fit your retirement plan? In the video Using Annuity Riders in Retirement, personal finance expert and author Laura Adams provides a simp…
Take Back Your Retirement: Begin Planning Now
Read moreThanks to advances in health care and general well-being, Americans are living longer than ever.
Tax Benefits of Using a Fixed Indexed Annuity in Your Retirement Plan
Read moreCutting your taxes every way that’s legally possible is a smart way to keep more of your hard-earned money. Additionally, paying less tax on the growth of your…
One Step At A Time: Retirement Planning Tips During National Save For Retirement Week
Read moreIt’s a great time to think about your financial goals and take the steps to ensure you have your ideal retirement. With National Save for Retirement Week in mi…
5 Myths About Fixed Indexed Annuities You Should Ignore
Read moreBy: Laura AdamsMore myths swirl around annuities than any other financial product. Some of the confusion is due to the fact that annuities have changed over th…
Securing Your Retirement Version of ‘Happily Ever After’
Read moreFinances can make or break a relationship. Whether it’s deciding who picks up the check on the first date to who will pay the bills, it’s important to have an …
Employee Retirement Income Security Act Faces Scrutiny in a Changing Retirement Landscape
Read moreA recent Pensions and Liability article on ERISA explored the 40-year history of the law that was supposed to protect consumers, but is now motivating employer…
New Study Shows One-Third of Americans Have Zero Retirement Savings, Why?
Read moreThirty-six percent of people in the U.S. have no retirement savings, according to a recent study conducted by Bankrate.com. This includes 26 percent of adults …
Save now, See the World Later
Read moreRetirees often look forward to spending time with their families, enjoying leisure activities, and for a majority of Americans – travel.Though many Americans p…
Annuity Riders Protect Aging Seniors
Read moreThere is a misconception that when an annuity is purchased it is impossible to access your money until the annuity is fully matured, which may discourage consu…