Blog

Check up with what’s going in retirement finance, learn more about Abaris, and get the basics on how annuities could be part of a retirement income plan.

So Is Adding An Inflation Rider to an Income Annuity A Good Idea?

August 8, 2016

Today, I’m writing a column to address a question we keep getting — does buying an income annuity with an inflation rider make sense? And if so, what kind of rider is best? The short answer — inflation is a significant risk, but you’re probably better able to protect against it with other assets in your portfolio than you are with an inflation rider on your income annuity.

How To Decide When To Take Social Security

June 8, 2016

When it comes to Social Security benefits, there are three key dates to know. They’re important enough for you to take notice because they can impact the amount of benefits you can receive.

What Changes To Social Security Mean To You

June 3, 2016

You can’t stop change, even to something that’s as much of an institution as Social Security. In November 2015, President Obama and Congress signed the Bipartisan Budget Act, It made two key changes to Social Security.

Longevity: To Drink or Not To Drink?

May 24, 2016

You've probably heard the urban legend about the woman who is 105 years old and swears the secret to her longevity is a martini a day. You've also probably read the reason the French are healthier is because they drink a glass of wine everyday.

Week In Review: May 7, 2016

May 7, 2016

Emerging FinTech regulation, what robo-advisors are missing and more

The Basics of Social Security

May 4, 2016

In today’s post, we’ll cover the most important information about the Social Security program you need to know in order to be smart about claiming your benefits.

Week In Review: April 30, 2016

April 30, 2016

2016 and retirement security, your post-retirement career and more

Do Your Family Genes Impact Longevity?

April 29, 2016

If you have a family history of long-living relatives then you probably feel lucky to have such good genes. But is there any truth to the idea that your relatives’ longevity is related to your own? We took a look at a number of studies and prominent researchers’ work to get to the bottom of anchoring and longevity.

Week In Review: April 23, 2016

April 23, 2016

FinTech, the DOL rule and you, the math behind retirement and more

Week In Review: April 16, 2016

April 16, 2016

More on the DOL fiduciary rule, philosophies for saving and more