Annuities are a mixed bag -- they're a great way to help ensure you won't outlive your money, but fees are costly.

MEDFORD, OR / ACCESS Newswire / November 18, 2025 / According to Ken Nuss, CEO of AnnuityAdvantage, the size of monthly payments from an income annuity depends on: Whether you choose payments starting ...

When it comes to retirement, the most significant financial question isn’t just how to cover day-to-day expenses, but how to ...

With an annuity, the percentage the donor receives is determined by his or her age. The older the donor, the higher the percentage value payment they’ll get. As an example, if a donor put $100,000 ...

I’m learning that "unicorns" do exist – in the context of finding a caring trustee for a drug addicted adult child.

Income investing with dividends can reduce retirement risks vs. fixed withdrawals. Learn more about how to make your ...

In a private annuity sale, you transfer a highly appreciated asset to an irrevocable trust in exchange for a lifetime annuity.

This post is Part 1 of a two-part series. The success story of applied behavioral science began with the publication of popular science books more than 15 years ago showing that people make suboptimal ...

Clients are interested in long-term care solutions, but they often are not ready to make the jump from interest to planning.

Wealthier households are likely to lose more of their money when cognitive decline sets in, a new report finds, with exposure ...

​The Powerball jackpot has grown again, and now it has reached a massive $681 million just before Thanksgiving. This means one lucky person could wake up a multi-millionaire on Thursday morning. The ...

Based on key financial metrics such as the price-to-sales ratio, shareholder yield and the price-earnings ratio, the ...