There are many things to consider when you are preparing for retirement, but most couples disagree during the decision making process. According to the Minuteman News Center’s Joe Mont, a “Study finds couples (are) at odds over retirement.” Fidelity Investments performed a study of 648 …
The New York Times article “The Annuity Puzzle,” by Richard Thaler, ponders why more people with control over their retirement income do not choose annuities. The guaranteed lifetime income offered by annuity products seems like a “no-brainer” over other investments where you might run out …
According to a recent survey, investors are quite uncertain with the retirement issues surrounding them and could use more help from advisors. Danielle Andrus of Advisor One says that many people are not happy with the support offered from their employer’s retirement plan in her …
Our series of real world scenarios continues. A bank executive talked my 90-year-old mother-in-law into purchasing an annuity to increase her yield from a CD. Is this a mistake (considering her advanced age), or was it a good move to avoid probate in the case …
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