Retirement Income / Annuities

  • Personal Finance: What Women Do Better Than Men Personal Finance: What Women Do Better Than Men

    New perspectives on helping women fortify their financial strengths

    When it comes to personal finance, there are some areas where women simply do it better, according to recent research from Lincoln Financial Group (NYSE: LNC). read more
  • Will Fiduciary Rule Will Harm Retirement Savers? Will Fiduciary Rule Will Harm Retirement Savers?

    IRI Calls on Department to Delay Entire Rule, Collaborate with Other Regulators to Establish a Workable Alternative

    On April 17, the Insured Retirement Institute (IRI) submitted a comment letter to the Department of Labor calling for an extension of the applicability date for the entire Fiduciary Rule until the Department completes the review mandated by President Trump. read more
  • Troubling Trends: A Return to Higher Household Credit Card Debt Troubling Trends: A Return to Higher Household Credit Card Debt

    Americans show increased concerns over long-term finances, and more than one in four not saving for retirement

    As Financial Literacy Month begins, the National Foundation for Credit Counseling® (NFCC®) today released the results of the 2017 Financial Literacy Survey, now in its tenth year. read more
  • Filling the Protection Vacuum Filling the Protection Vacuum

    Carriers Using Simplified Issue to Better Serve Consumers

    About 37.5 million U.S households have no life insurance and companies are looking to tap into that market. One way to reach those who haven’t purchased life insurance is through simplified issue products. read more
  • Gig Economy Influencing The Way Americans Accumulate Wealth Gig Economy Influencing The Way Americans Accumulate Wealth

    Analysis of Income Sources & Net Worth Highlights Growing Importance of Real Estate; Savings Up but Still a Gap

    One in 4 U.S. households has at least one partner employed in the gig economy with 70% of workers, an even higher percentages of older workers, saying alternative employment is by choice, according to new research from Hearts & Wallets, the source for retail investor data and insights. read more
  • On The Path To Financial Freedom On The Path To Financial Freedom

    Investing in Financial Education; Advancing Financial Knowledge

    Jackson, a leading provider of retirement strategies, today launched the Jackson Charitable Foundation, a nonprofit with a mission to advance financial knowledge on a national scale, and shared plans for the U.S. rollout of Cha-Ching™ Money Smart Kids, a financial education program designed to help children become financially empowered adults. read more
  • Five Myths of International Investing Five Myths of International Investing

    The reality behind some common misconceptions that may be keeping investors out of international stocks

    While many investors have taken advantage of the six-year rally in U.S. stocks, they may have overlooked attractive opportunities overseas. read more
  • Paying For College: How to Get High Marks When Financing a Higher Education Paying For College: How to Get High Marks When Financing a Higher Education

    Senior CFP Board Ambassador Jill Schlesinger, CFP® offers advice for affording college

    With college acceptance letters arriving in the mail, students and their families throughout the country are celebrating. And with good cause: A higher education is one of the most important credentials in obtaining employment in today's labor market. read more
  • Less than Half of Non-Retired Americans Confident They’ll Reach 
Financial Goals Less than Half of Non-Retired Americans Confident They’ll Reach 
Financial Goals

    Golden Years Lose their Luster as Vast Majority Anticipate Financial Sacrifices in Retirement

    During the decades spent waking up early and heading to work, it’s understandable that Americans might view retirement as a light at the end of the tunnel. read more
  • Only 15 Percent of Surveyed U.S. Consumers Give Themselves an “A” in Financial Literacy Only 15 Percent of Surveyed U.S. Consumers Give Themselves an “A” in Financial Literacy

    One in Five Know More About Politics than Their Own Credit Histories

    Most surveyed consumers do not place themselves at the head of the class when it comes to financial literacy, according to a recent Equifax survey the company conducted to coincide with National Financial Literacy Month in April. read more
  • Baby Boomers Increasingly Reliant on Social Security for Their Retirement Needs Baby Boomers Increasingly Reliant on Social Security for Their Retirement Needs Ten years after the financial crisis, our nation's middle-income Baby Boomers are increasingly reliant on Social Security for their primary source of retirement income, according to a new report that details the mindset of current and soon-to-be retirees. read more
  • Why Do Rich Athletes Go Broke? Why Do Rich Athletes Go Broke?

    Certified Financial Planner Don Padilla Knows Why - and Wants to Help

    The average professional athlete will make more money in one season than most Americans will make in their entire lives – but many of them will blow their fortunes. read more
  • Divorce’s Financial Toll: Planning Do’s and Don’ts Divorce’s Financial Toll: Planning Do’s and Don’ts

    How women who divorce later in life—or any women—can help plan for and protect their futures

    A divorce can be draining—both emotionally and financially—especially later in life. And more and more people are getting divorced later in life. read more