The appeal of annuities: people are willing to pay for products with lifetime benefits, study shows
Market Watch· 17 hours agoThe analysis included a randomized control trial (RCT) module that split the participants into three...
F&G's Fourth Annual Risk Tolerance Tracker Finds Inflation May Be Easing, But Inflation Fears Aren't...
Benzinga· 14 hours agoFG ("F&G"), a leading provider of insurance solutions serving retail annuity and life customers and institutional clients, noted that 85% of American investors1 are worried ...
4 Alternatives to Annuities for Fixed Retirement Income
SmartAsset via Yahoo Finance· 6 days agoAnnuities are a popular choice for retirees concerned they might outlive their retirement savings....
Wealth Management Update - November 2020
The National Law Review· 8 hours agoThe November Section 7520 rate for use with estate planning techniques such as CRTs, CLTs, QPRTs and GRATs is 0.4%, is unchanged from...November of 2019. The so-called "Anti-Clawback ...
How to Donate to Charity, Get a Tax Break and Have Income for Life
The Wall Street Journal· 5 days agoWith year-end pitches from charities rolling in, older Americans have a new option in 2023: donating...
AM Best Affirms Credit Ratings of Knights of Columbus
Morningstar· 5 days agoAM Best has affirmed the Financial Strength Rating of A+ (Superior) and the Long-Term Issuer Credit Rating of “aa” (Superior) of Knights of Columbus (the Order) (New Haven, CT). The outlook ...
Ask an Advisor: I'm 49 With $500k in Savings But ‘I'm Concerned' About Retirement Income and...
SmartAsset via Yahoo Finance· 1 day agoI’m 49 years old and I’ve had a steady job for over 15 years now as a government contractor. I plan...
Mirova Has $425,000 Holdings in Equitable Holdings, Inc. (NYSE:EQH)
ETF DAILY NEWS· 7 days agoMirova reduced its position in Equitable Holdings, Inc. (NYSE:EQH – Free Report) by 29.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The ...
Layin’ It on the Line: Emerging trends in retirement income planning
Standard-Examiner· 23 hours agoThe landscape of retirement income planning is undergoing significant transformation, reflecting...
‘We’re engaged, but neither of us have any savings – how can we afford the wedding?’
The Telegraph via Yahoo News· 2 days agoLike many who have got engaged during an era of high inflation, bride-to-be Emily Stilwell is...
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