A Widow’s Walk to Financial Confidence
“A Widow’s Walk to Financial Confidence” research paper explores the complex financial and emotional realities women face after the loss […]
Income Planning
Protection as an Asset Class: A New Framework for Advisors
Protection as an Asset Class presents a practical way for financial professionals to think about annuities beyond product features and
How to Reduce Decision Risk as You Age
Retirement planning isn’t just about market performance — it’s also about decision making risk. As we age, memory, focus, and
New Retirement Formula
New Retirement Formula How will you cover your expenses when you’re no longer receiving a paycheck? And how much money
What Path Will You Take in Retirement
What Path Will You Take in Retirement? When considering your budget in retirement, there are three general paths people take:
Guaranteed Retirement Income: Cover Your Wants, Not Just Your Needs
Guaranteed Retirement Income: Cover Your Wants, Not Just Your Needs Everybody needs a steady retirement paycheck to cover the basics:
Retirement G.P.S.—Grow, Protect, Spend
Retirement G.P.S. – Grow, Protect, Spend While there may be many twists and turns in the road, our financial lifecycle
Inflation Taking a Bite Out of Your Retirement Income?
Inflation Taking a Bite Out of Your Retirement Income? For most people there’s an inverse relationship between inflation and their
Widows: 7 Ways a Financial Professional Can Help Plan For a Secure Retirement
Widows: Seven Ways to Plan a Secure Retirement provides financial professionals with a practical, research-based framework for serving widowed women—a
3 Keys to Income Planning Accompanying Handout
3 Keys to Income Planning and Answering What’s Next? CHALLENGE: Americans spend decades working, saving, and anticipating retirement. But as