annuity

4 min read 2022-05-14 11:55:00

How to Bear It

INVESTING MAY BE simple, but it’s far from easy. Our mettle is tested during market extremes, whether it’s bubbles or bear markets. Today, both

6 min read 2022-05-04 12:00:39

ROUGHLY 20 YEARS AGO, I left the world of corporate finance. I saw some of the ugly, high-fee undiversified products many of my friends owned—and

1 min read 2022-04-28 00:23:22

Concerns from employers over the effectiveness of what it calls traditional target-date funds (TDFs) in achieving successful retirement outcomes are

2 min read 2022-04-20 11:31:39

I RECALL PAYDAY IN 1961, when I was at my first job. There was a paymaster who would deliver our paychecks. At break time, we would be off to the

7 min read 2022-04-19 19:00:33

Let’s be honest. The future is looking more and more uncertain. And, that can definitely impact your finances — especially if you have money

3 min read 2022-04-18 14:00:42

THIS IS MY FOURTH year serving in AARP Foundation’s TaxAide program. I prepare federal and state tax returns three days a week for a mixture of

2 min read 2022-04-12 12:44:55

TAX DAY IS ALMOST here, and I have a feeling that some of you may be less than excited. The cash that changes hands every year around this time gets

8 min read 2022-04-05 19:00:40

The other day I was running some errands and flipping through the radio. I stopped the dial once I heard the opening chords to “Band on the Run.”

1 min read 2022-04-01 12:16:13

OUR COSTLIEST GOAL is retirement and our constant concern is how much help we'll get from the financial markets. Not surprisingly, those twin

1 min read 2022-03-23 02:40:53

On Monday, a jury in the Northern District of Georgia ruled in favor of the SEC against a former LPL Financial registered representative and a firm

4 min read 2022-03-13 14:00:50

"MARGIN OF SAFETY" is a concept with deep roots in finance, going back at least as far as Benjamin Graham’s Security Analysis, first

3 min read 2022-03-10 15:00:02

HERE’S A SOBERING statistic: It’s estimated that 50% to 60% of 65-year-olds will require long-term care at some point in their lives. This is

3 min read 2022-03-10 15:00:02

HERE’S A SOBERING statistic: It’s estimated that 50% to 60% of 65-year-olds will require long-term care at some point in their lives. This is

1 min read 2022-03-08 01:50:23

Entering an increasingly crowded market, annuity provider AIG Life & Retirement is launching the X5 Accelerator Annuity, which aims to be an

11 min read 2022-03-05 13:00:23

I WAS BORN at Carswell Air Force Base in Fort Worth, Texas, to a Canadian mother and a father who was raised in a Catholic orphanage. My mother and