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1. • 

     We're 60, Have $1.3 Million in 401(k)s and Will Receive $5,100 Monthly From Social Security. What's...

     SmartAsset via Yahoo Finance· 1 day ago

     At its most basic, creating a retirement budget is all about money in vs. money out. You figure out...

2. • 

     Should I Take a $150,000 Lump Sum or $1,200 Monthly Payments for My Pension?

     SmartAsset via Yahoo Finance· 7 days ago

     When companies offer a pension, it's common to give retirees two options: collect the pension as a...

3. • 

     27 Ugly Truths About Retirement

     GOBankingRates via Yahoo Finance· 4 days ago

     From dealing with unexpected medical costs to supporting adult children, Americans often find themselves facing expenses they weren't anticipating in...

4. • JD Supra: Trusts 101, Part 3 – Trust Acronyms Explained

     JD Supra· 4 days ago

     Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

5. • Lincoln National Corp Trims Stock Holdings in LPL Financial Holdings Inc. (NASDAQ:LPLA)

     ETF DAILY NEWS· 2 days ago

     Lincoln National Corp trimmed its position in LPL Financial Holdings Inc. (NASDAQ:LPLA – Free Report) by 20.9% during the fourth quarter, according to the company in its most recent 13F filing ...

6. • Cincinnati Financial (CINF) is a Top-Ranked Momentum Stock: Should You Buy?

     Zacks· 3 days ago

     Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both. Featuring daily updates ...

7. • National Western Life Group, Inc. Announces 2024 First Quarter Earnings

     The Longview News-Journal· 7 days ago

     Ross R. Moody, Chairman of the Board, President, and Chief Executive Officer of National Western Life Group, Inc. (Nasdaq: NWLI), announced today first quarter 2024 consolidated net earnings ...

8. • 

     Major insurance company moving to downtown Des Moines, a boost for office market, restaurants

     The Des Moines Register via Yahoo Finance· 6 days ago

     The rate has not been that low since the end of 2019, months before the pandemic. But CBRE Group...

9. • Mount Logan Capital Inc. Announces First Quarter 2024 Financial Results

     Digital Journal· 7 days ago

     Increased Ability’s total assets managed by Mount Logan to $617 million and reinsured an additional $39 million Multi-Year Guaranteed Annuities during the quarter Generated $9.5 million of insurance ...

10. • 

      Don’t Forget About Sequence Risk

      WealthManagement.com· 7 days ago

      With the stock market at all-time highs and volatility normal, it’s easy for retirees, near-retirees and even advisors to get complacent about sequence...