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.
Annuities
What Is Better Than an Annuity for Retirement: Smarter Options
What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth.
Aging Well
Longevity Annuity: Insurance Against Outliving Your Money
Find out if longevity annuities can alleviate your biggest retirement anxieties. Can they offer you the peace of mind you seek?
Annuities
Income Floor Strategy: Build Reliable Lifetime Income
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 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
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…
Pensions
Is a Tax Sheltered 403(b) Annuity a Good Investment?
What is a 403(b)? A retirement plan for school, church, and nonprofit workers. See how it works, 2026 limits, and whether a 403(b) is an annuity.
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…
