The nation’s most-quoted insurance and aging expert brings trusted guidance to families and strengthens Agent Review’s ...

Retirement committees need a repeatable, documented process to evaluate evolving retirement income products. Education should shift focus from accumulation to trade-offs and proper product usage for ...

Most of us have no idea if our retirement plan is actually any good. Sure, we’re contributing to our 401(k) and maybe we’ve got some vague target numbers floating around in our heads, but is that ...

While 2024 is still new, assessing where you stand in some key areas of personal finance can help smooth the transition to your later years. By Brian J. O’Connor The crash diets have crashed, the ...

The concept of retirement is evolving, as people look at options beyond “traditional” retirement, like phased retirement, second “later in life” careers, and alternative income streams. So, how, and ...

For millions of Americans, Social Security forms the cornerstone of their retirement income. With 30% expecting it to be their sole financial resource in retirement, understanding the factors that ...

Guaranteed income can protect retirees against inflation and the risk of outliving their savings. Consider after-tax income when building a stock portfolio for retirement. Annuities can help cover ...

The crash diets have crashed, the new budgets won’t budge, and your Peloton is now the world’s most expensive laundry rack. But even if every one of your New Year’s resolutions is toast, there’s still ...