Topic highlights

The Cost of Waiting

Uncertainty may lead to a wait-and-see investment strategy.

What’s Up with Fixed Annuities?

Sales of fixed annuities have skyrocketed. New research sheds light on why that is happening and how they help clients in volatile markets.

Steer Clear of High-Debt CRE Projects — Except in Two Scenarios

Here’s what you need to know about rising interest rates and their impact on investment returns.

Beware of Fixer-Uppers

You’re retired and you have time to burn, but that doesn’t mean you should renovate an old house.

Florida Housing Market Continues to Shine

Buyers waiting in the wings can find more inventory than during the pandemic and less pressure, say realtors.

How to Adapt to Change

After losing his home in a wildfire, an actuary and author adjusted his life and his financial plan.(By Peter Neuwirth)

“Chasing Rainbows”: Love, Loss and a Rare Form of Dementia

A playwright and performer, 81, finds purpose while raising awareness of frontotemporal degeneration (FTD) disorders.

How to Grow Old? Cicero Has Some Sage Advice

The professor who translated the Roman orator’s book explains why it’s still relevant after 2,000+ years. (By Richard Eisenberg)

Jonathan Skinner: Aging by the Numbers

The economist discusses retirement and healthcare — and his challenge transferring a retirement-savings account.

Assisted Living Facilities Pressed to Address Growing Needs of Older, Sicker Residents

A new report provides 43 recommendations on how to help fill the gap in the quality of care currently being provided.

Medicare Marketing Mayhem

Floods of ads promoting a bewildering variety of Medicare Advantage plans have some experts calling for action to rein in insurers.

What’s So Special about Special-Needs Planning?

Families need guidance to plan for when they’ll no longer be there to care for a child or other relative with a disability.

Latest News

Veterans of 2011 U.S. Debt-Ceiling Fight See Tougher Battle Ahead

A showdown is coming that threatens to throw the global economy into turmoil.

U.S. Signs Record Number for Obamacare

More than 16 million Americans signed up for 2023, a jump of more than 12% over 2022 and the highest since the ACA was signed 13 years ago.

Lisa Marie Presley’s Trust Disputed

Her mother, Priscilla Presley, wants a 2016 amendment deemed invalid that would result in Lisa Marie's daughter Riley becoming trustee.

Why Inflation Might Be Harder on Rural Clients

The problem with the U.S. inflation rate is that ignores a sizable chunk of the country — rural America, say two researchers.

U.S. States Challenge Biden Rule on ESG Investing

A coalition of 25 U.S. states filed a lawsuit seeking to strike down a Biden administration rule allowing retirement plans to consider ESG factors.

One Product Powers Annuity Sales to New Records

Total annuity sales surged to $310.6 billion last year, a 22% increase from 2021 results and 17% higher than the record set in 2008.