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Is an Immediate Annuity for You?
annuities

Is an Immediate Annuity for You?

Before buying, ask some key questions to learn exactly what you’re getting and how this type of annuity can create reliable retirement income.
July 10, 2020
Thinking of Buying a Fixed Annuity? Ask These Questions First
retirement

Thinking of Buying a Fixed Annuity? Ask These Questions First

Of all the types of annuities out there, a fixed annuity is the one that's most straightforward. Is it the one that's right for you?
June 8, 2020
12 Things You Didn't Know About Annuities
retirement

12 Things You Didn't Know About Annuities

Oftentimes when it comes to retirement, you don’t know what you don’t know. See if what you know about annuities is correct. You might be surprised.
June 5, 2020
How to Fill that Hole in Your Retirement Income
retirement

How to Fill that Hole in Your Retirement Income

With a great many investment portfolios down a good 15% or so, what can retirees do to make up for that lost source of income?
May 7, 2020
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Shelter from the Storm: Safe, 'Boring' Financial Products Are Exciting Today
retirement

Shelter from the Storm: Safe, 'Boring' Financial Products Are Exciting Today

That's especially true for people in their 60s and older. Those looking to earn a little more than what's offered by U.S. Treasury bonds and CDs might…
May 6, 2020

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Covering Your Monthly Expenses in Retirement: Estimate Them, Then Secure Your Income
retirement

Covering Your Monthly Expenses in Retirement: Estimate Them, Then Secure Your Income

The best way to make sure you have enough money to last you through retirement is to focus on the income you need to support yourself, rather than the…
April 27, 2020
16 Retirement Mistakes You Will Regret Forever
retirement

16 Retirement Mistakes You Will Regret Forever

From saving too little to claiming Social Security too early, there are plenty of ways retirees -- and those planning for retirement -- can sabotage t…
April 10, 2020
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5 Ways Retirees Can Play Defense With Retirement Portfolios
retirement

5 Ways Retirees Can Play Defense With Retirement Portfolios

All this market volatility might unnerve investors of any age—but particularly those just entering retirement.
April 8, 2020
Retirees, Build a Financial Plan That’s Based on You
retirement

Retirees, Build a Financial Plan That’s Based on You

Financial life planning helps retirees identify their core values and connect them with their financial decisions and life goals.
April 2, 2020
Own an inherited annuity? Stretch your assets with a low-cost, tax-efficient option
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Own an inherited annuity? Stretch your assets with a low-cost, tax-efficient option

Save money by switching your inherited annuity to the Vanguard Variable Annuity.OCTOBER 2016
April 1, 2020
Retirees, Pick the Perfect Financial Planner
retirement

Retirees, Pick the Perfect Financial Planner

When you’re trying to get a handle on your money, from investments and savings to figuring out retirement and preparing for your future, you might nee…
April 1, 2020
Financial Planning for Another 'Lost Decade'
retirement

Financial Planning for Another 'Lost Decade'

Investors have gotten used to hot returns over the years. What happens if stocks are flat (or worse) for years to come? That's a scary thought for tho…
March 17, 2020
Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits
retirement

Inheriting an Annuity? Here’s a Little-Known Way to Stretch Its Tax Benefits

There are a few different ways beneficiaries of annuities can claim their inheritance. One you might not have heard of is called an "annuity stretch."…
March 9, 2020
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10 Ways the SECURE Act Will Impact Your Retirement Savings
retirement

10 Ways the SECURE Act Will Impact Your Retirement Savings

With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement.
February 28, 2020
3 Ways to Claim a Life Insurance Benefit: Which Is Right for You?
insurance

3 Ways to Claim a Life Insurance Benefit: Which Is Right for You?

When you are due a life insurance death benefit, a lump sum payment isn't your only option. There are typically three main ways to take your benefit, …
February 11, 2020
Should You Buy an Annuity for Your Grandchild?
retirement

Should You Buy an Annuity for Your Grandchild?

There are plenty of ways to leave a legacy, but a deferred income annuity is one creative option that offers guaranteed payments and tax advantages.
February 10, 2020
How 10 Types of Retirement Income Get Taxed
retirement

How 10 Types of Retirement Income Get Taxed

When you're planning for retirement, it's fun to contemplate all the cruises, rounds of golf and restaurant meals you have ahead of you.
January 27, 2020
One Way to Avoid a Potential White-Knuckle Ride Through Retirement
retirement

One Way to Avoid a Potential White-Knuckle Ride Through Retirement

With a bull market entering its 11th year, retirees need to protect themselves from stomach-dropping volatility. Annuities can be one tool to consider…
January 17, 2020
Why I Love Annuities, and So Should You
retirement

Why I Love Annuities, and So Should You

Guaranteed income is something everyone needs throughout their retirement, and the right annuity can provide that.
January 16, 2020
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7% on a Fixed Annuity? Don't Believe It.
annuities

7% on a Fixed Annuity? Don't Believe It.

Ads touting 7% guarantees are misleading, though not quite false. Real rates around the 4% range are attractive enough.
January 7, 2020
A New Year's Checkup for Financial Success in 2020 and Beyond
retirement

A New Year's Checkup for Financial Success in 2020 and Beyond

Now that a new decade has started, get motivated to make it the best ever for your finances by taking a few practical steps.
January 7, 2020
You Need an Asset Allocation Plan Even More in a Bull Market
retirement

You Need an Asset Allocation Plan Even More in a Bull Market

It's tempting to overinvest in stocks today, but everyone needs some safe ballast. For part of your safe-money portion, fixed annuities offer guarante…
December 31, 2019
Financial Surprises Retirees (and Those About to Retire) Want to Avoid
retirement

Financial Surprises Retirees (and Those About to Retire) Want to Avoid

Even the most diligent pre-retiree planner can get tripped up by unpleasant financial surprises. Follow these tips.
December 26, 2019
A Retiree’s Guide to Key Dates in 2020
retirement

A Retiree’s Guide to Key Dates in 2020

Now is the time to assess your financial situation, look ahead and mark your calendar.
December 24, 2019
10 Ways the SECURE Act Impacts Your Retirement Savings
IRAs

10 Ways the SECURE Act Impacts Your Retirement Savings

With the decline of traditional pensions, most of us are now responsible for squirrelling away money for our own retirement.
December 20, 2019