The Forbes article, “Should you buy an annuity at retirement, or wait?,” questions whether it is wise or not to buy an annuity in a financial environment where interest rates are slowly rising. Robert Schmansky’s original question asks if investors should move everything in their …
The fact that many Americans are living a longer life brings some consequences along with it. As we live longer and think about living longer, we increase our stress over finances and health in the future. The concern about living longer than our money lasts …
The terms “Generation X” and “Generation Y” are marketing terms without concrete dates, but they typically refer to people born between 1965 and 1999. Baby Boomers get a lot of attention from financial companies and advisors, but these Gen X and Gen Y Americans should …
The Wall Street Journal’s MarketWatch recently published an article by Anne Tergesen stating that “More boomers (are) buying ‘longevity’ annuities.” While immediate annuities are still a popular choice for retirees, some younger Baby Boomers are purchasing deferred annuities as early as their 50’s, even though …
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