by A&A Editorial Team | Oct 28, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
Recent studies show a compelling advantage for Americans engaging with financial professionals: the prospect of retiring two years earlier than peers who navigate financial planning solo. At the heart of this revelation lies a golden opportunity for financial...
by A&A Editorial Team | Oct 28, 2024 | A&A Editorial Team, Health, Medicare/Medicare Advantage, Wealth
Older Americans face a significant financial burden due to rising medical costs across the U.S. As of 2022, more than one in every five Americans aged 65 and older had incurred medical or dental debt. Financial professionals face a critical challenge: ensuring...
by A&A Editorial Team | Oct 7, 2024 | A&A Editorial Team, Accumulation & Retirement Income, Wealth
In the face of ongoing inflation and feared cuts to essential benefits, a significant number of retirees are finding their golden years less secure than anticipated. Recent surveys indicate a growing trend of retirees returning to the workforce, driven by the dual...
by A&A Editorial Team | Sep 30, 2024 | A&A Editorial Team, Protection/Income, Wealth
As we enter the latter half of 2024, the financial outlook for Registered Index-Linked Annuities (RILAs) is looking robust. Sales are projected to reach $52 billion this year and an anticipated increase to $57 billion in 2025. This surge underscores a growing interest...
by A&A Editorial Team | Sep 30, 2024 | A&A Editorial Team, Advisory, Retirement, Wealth
Recent research from the Alliance for Lifetime Income demonstrates a significant gap between the advice retirees receive from financial professionals and what those clients actually take away from these conversations. Financial professionals must bridge this...
by A&A Editorial Team | Sep 30, 2024 | Asset Management/Advisory, Greg Yodis, Wealth
A recent study from Allianz Life reveals a notable shift in Americans’ financial attitudes: fewer people are worried about investing and an imminent recession. However, more than half (54%) of those surveyed said they would prefer to meet with their trusted...
