Annuity Reports

What My Mother’s Passing Taught Me About Retirement Security

My mother died in early 2015. While watching her slowly fade away over her final months, I faced my own greatest fears of retirement. Actually, surveys confirm these are the biggest fears we all have: that retirement will be boring and short; that we’ll run out of money; and that our end-of-life care will be… Read more »

Report: Senior Health Costs on the Rise

We know two things about retirement: You’ll probably live longer than you think and health care costs are likely to be a major expense. Those trends are inextricably linked. A new study by Fidelity Investments pegs the health care bill at $245,000 for a 65-year-old couple retiring this year. That projection is up 11 percent… Read more »

How to Check on an Annuity Advisor

If you’re planning to buy an annuity through an insurance agent or financial planner, you probably want to research who you are dealing with before doing any deals. After all, this is the professional who’s going to help you through planning for a significant part of your retirement portfolio. You are entitled to more than… Read more »

Study: 70% of Americans 65+ Will Need Long-Term Care

The wonders of modern medicine have us living longer than we ever imagined we could. But longevity comes at a cost. For many Americans who desire some form of long-term care insurance, industry experts say an annuity with a LTC rider might be the best fit. According to the Department of Health and Human Services,… Read more »