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    • Can a Mutual Fund Solve the Annuity Puzzle?

      Can a Mutual Fund Solve the Annuity Puzzle?

      WealthManagement.com· 8 hours ago

      The academic literature is tremendously supportive of the power of longevity pooling (through the purchase of income annuities) to create better...

    • Are You Suited for an Immediate Annuity?

      Morningstar· 1 day ago

      As today’s annuity rates are almost identical to those of that date, the article’s commentary remains fully relevant. The best way for retirees to increase their lifetime ...

    • HELOC Blues? New Options for Managing Home Equity

      TheStreet.com· 13 hours ago

      With higher interest rates causing borrowing costs to rise, homeowners are hesitant to sell and give up their favorable low rates. The percentage of homebuyers with interest rates below 6% has ...