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WHAT IS A VARIABLE ANNUITY? In this short primer, we’ll introduce some of the key features of variable annuities so that you can begin to get...

Should You Manage a Portfolio or Take a “Pensionized” Income? As with most things in personal finance, the most suitable strategy will depend on your financial...

WHAT IS A CHARITABLE GIFT ANNUITY? One of the main concerns that retirees have about annuities is this simple question: what happens if I die earlier...

You might have seen news about falling interest rates, but what does it mean for you and your retirement? That’s not always so clear, and it’s...

As an investor, you might know about diversifying among asset classes to help minimize risk for a given level of returns. But did you know you...

One of the hardest things for a new retiree to plan for is spousal loss, and for good reason. But widowhood is an absolutely critical retirement...