The Social Security Administration recently announced a 2.5% cost-of-living adjustment (COLA) on Social Security and Supplemental Security Income benefits payable for December 2024, favorably…

Medicare Open Enrollment for 2025 runs from October 15 to December 7, 2024, allowing beneficiaries to review and change their health coverage. Staying informed…

With only 27% of baby boomers confident their savings will last, exploring options like annuities, real estate and passive income streams is crucial. Taking…

Key Takeaways The annual reset method is a fixed index annuity contract design that measures the underlying index’s performance annually. An annual reset…

The Internal Revenue Service made several “inflation adjustments” for tax year 2023. One of them increased income levels in each tax bracket. This and…

It is a widespread belief that annuities only make sense for high-net-worth individuals who have significant income to contribute to the product. However,…