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Annuities 101 - What You Need to Know

Sun, 01 Oct 2023 00:00:00 GMT

Annuities can offer benefits that may fit your retirement needs, but do you know how they work, are sold and are regulated? Below you will find the answers to these common questions and more.

How Fixed Index Annuities Work [INFOGRAPHIC]

Wed, 28 Mar 2018 00:00:00 GMT

Use this simple guide to annuity basics to understand how these products can fit into your retirement journey.

The Benefits of Volunteering in Retirement

Mon, 10 Oct 2022 00:00:00 GMT

Discover why volunteering in retirement can be beneficial and how making a difference for others can help retirees live a more fulfilled and purposeful life.

Benefits of Fixed Index Annuities

Mon, 19 Sep 2022 00:00:00 GMT

See how the benefits of a fixed index annuity work together to keep retirement income planning on track. We look at six top fixed index annuity benefits: principal protection, tax deferral, growth opportunities, liquidity, guaranteed income and beneficiary payments.

How Ready Are ��s for Retirement?

Mon, 02 May 2022 00:00:00 GMT

In partnership with the Insured Retirement Institute (IRI) and �� Equity, a new study examines how retirees and those getting ready to retire feel about their readiness. We highlight some of the top issues they are concerned about and look at how guaranteed income in retirement can help ease worries.

The Benefits of Working with a Financial Professional

Wed, 10 Mar 2021 00:00:00 GMT

Find out top benefits of working with industry experts and how they can help instill confidence and create a greater economic impact on your retirement planning strategy.

Find Your Roadmap! 10 Retirement Milestones and Why Hitting them Matters.

Mon, 11 Dec 2023 00:00:00 GMT

Retirement might not be a physical destination you can plug into your GPS but if you follow this potential path, you might unlock and even maximize success in retirement income planning.

Managing Retirement Expenses: What to Know About Lifetime Income Riders

Thu, 20 May 2021 00:00:00 GMT

Longer, healthier retirements have more and more ��s looking to fixed index annuities and lifetime income rider options for their lifelong income needs.

Finding the Best Places to Retire

Fri, 08 Oct 2021 00:00:00 GMT

From coast to coast, what's the best place to retire in the U.S.? We look at factors to take into consideration when planning a move in retirement, especially when living on a fixed income.

Baby Boomer Retirement Trends: Transportation & Health Care

Mon, 25 Feb 2019 00:00:00 GMT

Droves of retiring baby boomers are driving change in late-life transportation and travel. Health care and technology innovations are helping retirees enjoy active lifestyles.

Summer Travel Savings Tips for Retirees

Wed, 06 Jun 2018 00:00:00 GMT

As summer gets started, follow these simple summer travel tips to save money and help create a fun, relaxing and safe vacation during your retirement.

Started Late? Catch Up on Retirement Savings with These Tips

Tue, 18 Aug 2020 00:00:00 GMT

Whether you're 10 years away or right around the corner from retirement, it's never too late to catch up on retirement savings. Here are some tips to help you increase savings and make your retirement goals a reality.

The Gender Gap, Annuities, and Women in Retirement

Fri, 04 Mar 2022 00:00:00 GMT

Women have long faced a different reality when it comes to planning for retirement income. We explore some of the factors that influence women in retirement and look at financial tools and resources to help close the gender gap.

Top 10 Easy Ways to Stay Safe Online

Wed, 18 Oct 2023 00:00:00 GMT

Over the course of 2022, the FBI recorded over 800,000 cybercrime complaints. From phishing to personal data breaches and identity theft – it’s important you know how to protect yourself online especially when dealing with sensitive financial information. Here are our top 10 tips on how to stay safe online.

5 Tips for Living on a Fixed Income

Mon, 31 Aug 2020 00:00:00 GMT

Retirees can adapt to living on a fixed income by tracking and creating a budget for regular living expenses, paying off debt, earning a side income and more.

How to Approach Retirement Conversations with Positivity - 5 Topics to Help You Achieve Goals

Thu, 28 Sep 2023 00:00:00 GMT

Approaching conversations with optimism can be tough when we face sensitive topics like retirement. Through positivity, we’re often able to find solutions that we didn’t think about before and motivate others to step in and help us find a pathway to success. Here are our top five topics you should address to help create positivity around retirement planning.

The COVID-19 Pandemic and the Ongoing Impact on Retirement Planning for ��s

Tue, 21 Sep 2021 00:00:00 GMT

A recent study by the Indexed Annuity Leadership Council provides key insight into how many ��s are thinking and feeling about the ways the COVID-19 pandemic has affected retirement income planning, including securing lifetime income with annuities.

What to Know About Retirement Unknowns - Four Questions to Better Understand Retirement Income

Tue, 02 Nov 2021 00:00:00 GMT

Whether you've been planning for decades or scrambling to catch up for years, retirement is one of life's least defined and most surprising phases. We break down common retirement unknowns and some options you have to help tackle them.

Pre-Retirement Checklist: Tips for How to Prepare for Retirement

Thu, 02 Jul 2020 00:00:00 GMT

Get tips on what to do if you're 10, 5 or 1 year out from retirement.

SECURE 2.0 and its Impact on Retirement Income Planning

Mon, 15 May 2023 00:00:00 GMT

A process that began in 2019 culminated with one of the most important changes to America’s retirement system in decades. The signing of SECURE 2.0 in December of 2022 created updated guardrails for retirement savings and aims to provide a boost to ��s’ retirement savings by diversifying access and options. But how does it work? And what does it mean for ��s?

Baby Boomer Retirement Income Expectations and Opportunities

Mon, 13 Aug 2018 00:00:00 GMT

A look at �� retirement planning and lifetime income sources through the past, present and future.

10 Facts About Fixed Index Annuities

Thu, 20 May 2021 00:00:00 GMT

Calculating how much money you will need for retirement and understanding different products and their benefits are important for your financial wellbeing. Fixed index annuities are an option many ��s consider including in their retirement planning toolbox. We answer frequently asked questions to help better understand how fixed index annuities work.

Successful Retirement Budgeting - How to Reach Goals and Avoid Income Gaps

Mon, 24 Jul 2023 00:00:00 GMT

Retirement is an individual process that involves outside factors like retirement age, the income prior to retirement and even location. The more factors in the equation the more complicated it can get. But it doesn’t have to be overwhelming. We break down some of the most important things you need to know so you can potentially avoid common issues and obstacles in retirement planning.

How Annuities Can Help Fund Reliable Income in Retirement

Thu, 19 Jan 2023 00:00:00 GMT

Together with retirement expert Michael Finke, Ph.D., we explore how annuities can lead to more stability in retirement and examine advantages of adding annuities to portfolios and potentially increase the ability to spend more income.

4 Ways Annuities Can Help Lower Retirement Income Risk

Thu, 04 Jun 2020 00:00:00 GMT

When protecting retirement savings has become increasingly important, choosing annuities that offer protection, growth opportunities and lifetime income options can help lower risk in uncertain times.

Key Features to Consider When Choosing a Fixed Index Annuity

Wed, 02 Feb 2022 00:00:00 GMT

Fixed index annuities can help ensure there is guaranteed income, even after you no longer work. Get tips on some of the important questions to ask and what to consider when choosing whether or not an annuity is right for you.

9 Ways to Plan for a Happier Retirement

Fri, 22 Apr 2022 00:00:00 GMT

Taking control of your finances, health and well-being are not mutually exclusive tasks to check off your list but a holistic approach to living your best and happiest life in retirement.

The Road to LGBTQ+ Retirement Equality

Tue, 14 Jun 2022 00:00:00 GMT

Financial and retirement planning continues to be a challenge for many LGBTQ+ ��s. See how the LGBTQ+ community has made progress, why inequality is still an ongoing issue, and how financial professionals can find information and resources to become allies and advocates.

Baby Boomer Retirement Trends: Retirement Income [INFOGRAPHIC]

Tue, 19 Mar 2019 00:00:00 GMT

The baby boomer generation is on track to have more years in retirement than ever before. Find out what's trending as the top living expenses to be better prepared for lifetime income needs.

How to Know When You're Ready to Retire

Tue, 30 Jun 2020 00:00:00 GMT

When it comes to deciding when to start your retirement, it can feel like a guessing game. There are a variety of financial and emotional factors to consider before making the move to the next phase of your life.

The Sandwich Generation and its Retirement Outlook

Mon, 01 May 2023 00:00:00 GMT

The Sandwich Generation remains a key component of today’s generational landscape. We examine challenges, circumstances and suggested strategies so you can make informed decisions about your retirement planning options.

5 Tips for Planning for the Unexpected in Retirement

Wed, 11 Aug 2021 00:00:00 GMT

Life can be unpredictable. Planning for retirement is no different. Find out how you can better prepare for life's unexpected circumstances so your retirement plans aren't caught off guard.

The Racial Wealth Gap and What it Means for African ��s in Retirement

Mon, 13 Feb 2023 00:00:00 GMT

Minorities have long faced a different reality in financial planning and building long-term financial stability in retirement. From lower wages, to a disconnect in financial advice, we explore how gaps can be closed and what options are available to build a more inclusive retirement planning environment.

Baby Boomer Retirement Trends: Housing

Thu, 31 Jan 2019 00:00:00 GMT

The most influential generation of the 20th Century is redefining retirement in the new millennium.

Senior Discounts: Why Growing Older Rocks

Tue, 02 Oct 2018 00:00:00 GMT

Get tips for finding senior discounts and managing expenses in a new phase of life so you can reap the benefits of growing older.

Top Retirement Bucket List Ideas

Fri, 11 Oct 2019 00:00:00 GMT

What are your retirement dreams? Have you started creating your retirement bucket list? It doesn't matter how old you are--it is never too early or too late to start dreaming.

Baby Boomers Adapt to Technology in a Virtual World

Tue, 01 Nov 2022 00:00:00 GMT

Across generations, advancements in technology and how people communicate with each other are important to society. While technology offers unique advantages, having to keep up with updates, new tools and meeting options (beyond in-person), require a willingness to adapt and embrace change.

The Benefits of Pet Companionship in Retirement

Thu, 09 Apr 2020 00:00:00 GMT

Discover the many benefits of having a pet as a companion in your retirement years.

5 Questions to Ask - Retirement Planning with Your Aging Parents

Wed, 23 Jun 2021 00:00:00 GMT

Talking about retirement and long-term finances with parents can be difficult or uncomfortable, but it's an important discussion to have as a family. Here are five questions to use when preparing for this conversation.

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