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Calculate Your Needed Retirement Savings

During a conference I recently attended in San Diego, an investment company executive explained how you can use the price of an immediate income annuity to benchmark your savings and see if it will generate enough income for you in retirement. As people near retirement, …

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CNN Money Likes the Immediate Annuity

When asked by a reader if it makes sense to put some of their money into an annuity, CNN Money’s Walter Updegrave recommends an immediate annuity to most people.  His article, “When buying an annuity makes sense,” says that all types of annuities have pros …

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Sales of the Best Annuities are Increasing

Financial advisors whose clients hold annuities haven’t had to worry about fielding concerned investors’ calls in this tumultuous market.  According to The Wall Street Journal article “Annuities Provide Safety, At a Price,” author Russell Pearlman says that annuity sales have been increasing due to the …

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Choose a Beneficiary for Your Annuity Products

A good piece of advice is found in John Napolitano’s article for The Patriot Ledger, “MAKING CENTS: Don’t forget to review your beneficiaries.”  Oftentimes, people forget to change their beneficiaries after death, birth, or divorce, and some people forget to ever add a beneficiary.  It’s …

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