Guaranteed Lifetime Income Crucial To Long-Term Health Care Needs

The perceived value of guaranteed lifetime income in retirement continues to grow according to the fourth annual Guaranteed Lifetime Income Study from Greenwald & Associates and CANNEX.

More than 24,000 Respond to National Financial Literacy Test

People representing all 50 U.S. states responded to a quiz assessing their money knowledge. The National Financial Educators Council (NFEC) designed the 30-question National Financial Literacy Test to measure teens’ and young adults’ ability to earn, save, and grow their finances.

Financial Well-Being Begins With Protection

Working parents know that priorities change when you have children. For me, having a family forever changed my perspective on what financial security means.

The 80 Year Old Millennial

Millennials don’t share the confidence of baby boomers and Gen Xers who believe they’ll be financially better off than their parents, according to a study commissioned by Prudential Financial, Inc. (NYSE: PRU).

What Are Investor Expectations for 2018 Fed Actions?

E*TRADE Financial Corporation today announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results reveal investor expectations for rate hikes this year as Federal Reserve Chair Jerome Powell takes the reins…

Majority of Americans Still Unsure about Full Benefits of Permanent Life Insurance

Although most Americans have a strong understanding of the primary need for life insurance within their financial strategy – particularly the death benefit that provides monies to family/loved ones upon death of the insured – many are unaware of the additional living and tax benefits that may be available through permanent life insurance.

Despite Some Signs of Recent Improvement, Debt of the Elderly Remains Higher than for Prior Generations

A new study by the Employee Benefit Research Institute (EBRI) examines the debt of the older American families, and notes that despite some recent improvements, families with heads ages 55 or older have experienced a long-term trend of increased debt.

Sharp Increases in Alzheimer’s Prevalence, Deaths and Cost of Care

For the second consecutive year, total payments to care for individuals living with Alzheimer’s or other dementias are projected to surpass a quarter of a trillion dollars ($277 billion), which includes an increase of nearly $20 billion over last year, according to data reported in the Alzheimer’s Association 2018 Alzheimer’s Disease Facts and Figures report released today.

As Unpaid Arbitration Awards Top $200 Million, Congress Must Act If FINRA Does Not

Unpaid FINRA arbitration awards for 2012-2017 have ballooned to roughly $220 million and resulted last year in 36 percent of investors who won their cases getting nothing and 28 cents of each dollar awarded going unpaid, according to a new report from the Public Investors Arbitration Bar Association (PIABA).

LIMRA Announces 3rd Annual Rising Stars Contest to Recognize Up & Coming Leaders in Retirement

LIMRA is now accepting nominations for its Retirement Rising Stars contest. The contest will recognize 10 talented professionals under 40 who support the retirement business of LIMRA’s member companies.