Do you want to make sure that your financial future is secure? If you’re looking for a solution, annuities may be the answer. Often misunderstood, annuities can be helpful for various financial ...

Readers were intrigued by my newsletter last Friday, “The Perfect Retirement Investment Nobody Wants.” It was about a concept, never realized, for a hybrid product combining long-term care insurance ...

Fewer retirees can rely on pensions, so more people have to find retirement income elsewhere and navigate issues like managing taxes while withdrawing from different kinds of accounts, when to take ...

As financial planners, it's our job to see that clients have the funds to meet whatever health challenges advancing age may bring. Many people assume that Medicare will cover their long-term health ...

American seniors are increasingly finding value in fixed-indexed annuities. According to the Insured Retirement Institute, roughly half of the investors currently or previously owned an annuity. Sales ...

For business owners who are starting to see their retirement years on the horizon, preserving the wealth they’ve accumulated through a lifetime of work becomes top of mind. Before the time comes that ...

Sales of long-term care annuities, a kind of insurance against long-term care, have been declining this year. But industry watchers expect that trend to reverse in 2010, when new federal rules kick in ...

Annuities have become an increasingly popular retirement tool, with total annuity sales hitting $119.2 billion in the second quarter of 2025, an uptick of about 8% compared to Q2 2024, according to ...

Forbes contributors publish independent expert analyses and insights. John Samuels is the Founder/CEO of Wellworth healthcare advisory firm. Time is running out to prepare for America’s caregiving ...

Two of your biggest financial risks in retirement involve your health, but they’re almost opposed to each other. One is that you will require expensive long-term care early on. You will probably die ...