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Life Insurers Embark on New “Arms Race” on Performance Illustrations

Life Annuity Specialist

Jun 16, 2021

In the field of life insurance, companies are always trying to find new ways to make their returns look better, especially when it comes to universal indexed life insurance products.

How to Choose the Right Amount of Life Insurance

Consumer Reports

Jun 13, 2021

One of the effects of the COVID-19 pandemic has been an increase in the number of Americans considering buying life insurance; however, a coverage gap still exists in the population because many families are more concerned with meeting their immediate financial needs.

Financial Decision-Making Worsens With Age. Here’s How to Help Your Future Self

Barron's

Jun 12, 2021

Most research shows that people’s financial decisions get worse with age, whether this is from a medical condition causing mental deterioration or simply from a combination of age and lack of understanding of current financial conditions.

Why Don't Fee-Only Advisors Love Income Annuities? One Says He Knows

Life Annuity Specialist

Jun 09, 2021

Despite many in the retirement planning community talking up the benefits of guaranteed income products for clients, a great deal of advisors usually come out against their use.

Target Date Funds: A “Time Bomb” in a Retirement Tool for the Masses?

ThinkAdvisor

Jun 08, 2021

Government bodies are looking into target date funds (TDFs) that are becoming increasingly common as an alternative to 401(k)s and other retirement plans, as a lack of consistency between employers in their use and increasing risk makes them potentially dangerous to use.

Special-Needs Trusts: How They Work and What Has Changed

The Wall Street Journal

Jun 07, 2021

For many families and individuals caring for those with special needs, a special needs trust (SNT) is a go-to financial vehicle for ensuring the ones they care for can get by on their own, both during their caregivers’ lifetime and after they are gone.

Baby Boomers’ Biggest Financial Risk: Cognitive Decline

The Wall Street Journal

Jun 07, 2021

For many clients at or near retirement age, the biggest danger to their long-term gains and continued financial well-being in retirement may not come from without, but rather from within.

The 2021 InvestmentNews 40 Under 40: Lindsey Lewis

Jun 07, 2021

Each year since 2014, InvestmentNews has chosen 40 individuals who exemplify those young advisors and professionals working to build and expand the financial services industry, and who have exhibited exceptional leadership within the industry—all before turning 40 years old.

Talking Taxes, Inflation and Bucket Strategies

PlanAdviser

Jun 04, 2021

In conversations with their clients at or near retirement age, many financial advisors agree that they’re hearing concerns regarding increasing taxes and stock market correction that could jeopardize hard-earned gains.

Portfolio Rebalancing Is a Good Retirement Habit

The Wall Street Journal

Jun 04, 2021

With the ups and downs of the market on the minds of many advisors and clients working with retirement income funds, research and evidence suggest that periodic portfolio rebalancing can come with many advantages for improved income, as well as protect against portfolio drift and sharp market cha

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