Average U.S. retirement savings is $249,300 for baby boomers and $192,300 for Gen X. But what if you’re working with roughly ...

Annuities may be a go-to investment option for retirees with a high net worth that value comfort, customizability, and ...

By combining dividend stocks, bonds, REITs, annuities, and other options, you can create a well-rounded portfolio tailored to ...

Explore the benefits of using annuities within traditional and Roth IRAs to generate guaranteed lifetime income. Learn about ...

Annuities and dividend stocks are two common ways to achieve this. Some soon-to-be retirees prioritize security and ...

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for ...

David Rodeck specializes in making insurance, investing, and financial planning understandable for readers. He has written for publications like AARP and Forbes Advisor, as well as major ...

PENSION annuity rates have hit a 15-year high and experts suggest now is a good time to buy one. Annuities are a product you ...

The FEHB program provides health coverage, with the government covering 72% of the cost. Employees can maintain their FEHB ...

Latest figures confirm record sales in 2024, including four straight quarters exceeding $100 billion, with most of the wins ...

DoD to fire 5,400 probationary employees next week, with hiring freeze to follow ...