Annuities
Annuity Sales Hit a Record High in 2026. Is One Right for You?
U.S. annuity sales hit $464 billion in 2025 and are still climbing in 2026. Here’s what’s driving the surge.
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Annuities
What Is an Annuity? A Complete Guide to How They Work
An annuity trades a lump sum for guaranteed income. Here’s how the main types work, what they cost, and how to know if one fits your plan.
Retirement Savings and Investments
Vanguard Target Retirement Lifetime Income: What It Can and Can’t Do for You
Vanguard’s new target-date trusts put guaranteed income inside your 401(k). But a floor isn’t a plan. Here’s what the product can’t tell you.
Annuities
Suze Orman on Annuities: Pros, Cons, Rates, and Pitfalls
What does Suze Orman say about annuities? They can offer guaranteed lifetime income, but fees, taxes, and surrender charges are real trade-offs.
Aging Well
Longevity Annuities: One Way to Insure Your Worst Fears Don’t Come True
Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?
Annuities
A Plan for Reliable Lifetime Income Using Bucket and Income Floor Strategies
Take a deep dive into how one retiree is achieving a secure future with guaranteed retirement income. Learn about an income floor and 3 investment buckets.
Annuities
Podcast 81: The Role of Insurance in Financial Planning – a Conversation with Todd Taylor of New York Life
Listen in to learn about how insurers think about risk, particularly life expectancy, in financial planning.
Annuities
Qualified Longevity Annuities Contract: QLAC Pros and Cons
Annuities are certainly not the only solution to being financially prepared for retirement. However, they are a financial strategy you should be aware of. In f…
Annuities
Avoid These 7 Big Annuity Mistakes
Considering an annuity? Don’t make any of these 7 big annuity mistakes. These errors in judgement are common, but easy to avoid.
Annuities
The Real Scoop on Lifetime Annuities: Is This Type of Insurance Right for You?
Explore 8 questions to determine if a lifetime annuity is right for you – your values, goals, and resources.
Annuities
The Pros and Cons of Annuities: How to Evaluate Annuities for Your Retirement
If you are worried about paying for retirement, it is worth evaluating the pros and cons of annuities. The Big Takeaways… Annuities are a great way to provide…
Annuities
7 Signs Buying an Annuity Makes Sense for You
Prepared for properly, retirement can be a time when well-laid plans come to fruition, providing the financial foundation for a lifestyle of comfort and leisure…
Annuities
What a Lifetime Annuity Is and How It Works
It is likely that you have heard of annuities. In fact, if you are already preparing and planning for retirement, you may even have one. But, you may be fuzzy o…
Annuities
Is a Tax Sheltered 403(b) Annuity a Good Investment?
If you are an employee at a school, church, hospital, or other non-profit, then you are eligible for a “tax-sheltered annuity,” also known as a 403(b) plan. Don…
Annuities
5 Mistakes To Avoid When Shopping for Annuities
Annuities can be a great way to receive a steady income in retirement, but because they are complex financial products, it’s best to do some research before pur…
Annuities
The Best Annuities: What to Look For and Why to Buy Them
While investing a big portion of your retirement savings in the stock market can be a risky decision, putting some of that money into an annuity can help ensure…
Annuities
Podcast: Glen Nakamoto — Building a Retirement Paycheck
Episode 41 of the Boldin podcast is an interview with Glen Nakamoto — retired cyber security analyst and financial planning enthusiast. They discuss how Glen bu…
Annuities
Will Pensions Make a Comeback? (Should You Make Your Own?)
Most people categorize pensions in the same bucket as eight-track tape players, rotary phones, oversized shoulder pads and cathode-ray tube TVs — out of date.…
Annuities
Gimme Shelter: Why Are the Rolling Stones Hawking Annuities?
The sole sponsor for the Rolling Stones’ US Tour 2019 is the Alliance for Lifetime Income, an advocacy organization whose purpose is to help Americans address t…
Annuities
How to Compare Annuity Plans: Choosing the Right Annuity for You
Annuities can be a tricky purchase. You need to compare annuity plans to find the right option for you. But, there are many different products – fixed annuitie…
Annuities
5 Tips for Creating Retirement Income Streams
Americans are living longer than ever. That’s mostly great news for older adults. You now have more opportunities to enjoy family and enrich your community. Ho…
Annuities
Fixed Income Annuity: Solve 3 Big Problems with 1 Investment
Fixed income annuities can have many key benefits for retirees. Of all the challenges we face in preparing financially for retirement — creating a steady incom…
Annuities
Avoid These 5 Big Annuity Mistakes
People seem to either love annuities or hate them.According to Kiplinger, only about eight percent of Americans get any sort of retirement income from private a…
Annuities
An Annuity Calculator Might Reveal Better Retirement Options
When it comes to annuities, there tend to be two sides: those that love annuities and incorporate them into their retirement portfolio, and those that think the…
