Retirement
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AnnuitiesHybrid annuities are transforming retirement planning by combining steady income with long-term care benefits. This unique option offers financial security and healthcare support, but…
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Retirement
2025 Social Security COLA Boost: How Much Will Benefits Rise?
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… -
Retirement
Medicare Open Enrollment 2025: A Comprehensive Overview
Medicare Open Enrollment for 2025 runs from October 15 to December 7, 2024, allowing beneficiaries to review and change their health coverage. Staying informed… -
Retirement
Navigating Retirement Income: Effective Strategies for Baby Boomers
With only 27% of baby boomers confident their savings will last, exploring options like annuities, real estate and passive income streams is crucial. Taking… -
Retirement
Annual Reset Indexing Method
Key Takeaways The annual reset method is a fixed index annuity contract design that measures the underlying index’s performance annually. An annual reset… -
Regulation & Public Policy
How 2023 Income Brackets Affect Annuity Owners
The Internal Revenue Service made several “inflation adjustments” for tax year 2023. One of them increased income levels in each tax bracket. This and…