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What happens when the S&P 500 climbs more than 25% in a year?
MarketWatch Joy Wiltermuth Dec. 31, 2021 Annual stock-market gains of at least 25% don’t come too often No doubt, 2021 has been a stellar year for U.S. stocks. The S&P […]
Ed Slott’s 10 Last-Minute Tax and Retirement Tips for 2021
Time’s running out to use certain tax breaks and to correct potentially costly mistakes, Slott says. ThinkAdvisor Dec 10, 2021 Melanie Waddell 1. Follow up on IRA and 401(k) transactions […]
6 Forgotten Middle-Class Tax Breaks of Life Insurance
The 6 Forgotten Middle-Class Tax Breaks of Life Insurance ThinkAdvisor, Sept. 28, 2021 by Harry Stout What You Need to Know Life insurance can help clients cope with costly life […]
Women are more concerned than men about outliving their savings
Retirement planning can be challenging for everyone. However, women face additional hurdles and are expected to do more with less in retirement. Alliance for Lifetime Income March 4, 2021 The […]
Tom Hegna: The Anti-Annuity Dominos Have Fallen
I have been an annuity believer for 30 years. The research of leading PhDs, specifically on the power of income annuities in retirement, is overwhelming. InsuranceNewsNet by Tom Hegna You […]
Doctor-Turned-Advisor Finds New Ways to Help Clients
Cordi Powell left medicine to raise a family and found a new path, this time assuaging financial pain. ThinkAdvisor November 10, 2020 Jane Wollman Rusoff Financial advisors are wont to […]
The Baby Boomer Bond Dilemma
U.S. Treasuries have been the bonds of choice for safe retirement income. But they could deliver no real return for the next decade. The New York Times – By Carla […]
Wade Pfau: Pandemic Tears up 4% Rule
The professor tells ThinkAdvisor why retirees shouldn’t rely too much on investment portfolios and how they can fill the income gap. By Jane Wollman Rusoff| April 14, 2020 | ThinkAdvisor In the […]
10 Ways COVID-19 Is Affecting the Life and Annuity Distribution World
One effect is that consumer interest in hearing about life insurance seems to have increased. by Allison Bell, March 19, 2020, ThinkAdvisor The people in the life and annuity sales […]
