by Joe Brandau | Aug 16, 2024 | Annuities, Joe Brandau, Wealth
A recent Security Benefit RIA Sentiment Study gauges Registered Investment Advisors’ (RIAs’) perspectives on critical issues for 2024, including client practices, optimistic economic outlook, product offerings, and the potential impact of the 2024 U.S. election....
by John Poston | Aug 7, 2024 | John Poston, Protection/Income, Wealth
The first quarter of 2024 painted a rosy picture for the annuity market. Sales soared to a record-breaking $113.5 billion, a staggering 21% increase compared to last year. This robust growth comes amidst looming regulatory changes and economic uncertainties....
by A&A Editorial Team | Aug 7, 2024 | A&A Editorial Team, Protection/Income, Wealth
New research shows the traditional goal of saving a million-dollar nest egg for retirement is being reevaluated. Recent insights from Hearts & Wallets, a leading data and benchmarking firm specializing in financial advice, suggest a shift toward a more nuanced...
by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Protection/Income, Wealth
Many Americans are rethinking the traditional “all-or-nothing” approach to retirement. Instead, “phased retirement” offers a flexible solution, allowing clients to gradually reduce work hours while maintaining some income and health benefits. This can be...
by A&A Editorial Team | Jul 11, 2024 | A&A Editorial Team, Asset Management/Advisory, Wealth
While a recent Northwestern Mutual study indicates a cautiously optimistic outlook on the U.S. economy, a seemingly contradictory trend has emerged: a record number of Americans (33%) report feeling financially insecure. To make matters worse, 54% of US adults believe...
by Bob Brzyski | Jul 1, 2024 | Bob Brzyski, Regulatory, Wealth
As we edge closer to 2025, the sunset of the Tax Cuts and Jobs Act (TCJA) is on the horizon, and it’s bringing potential changes that could shake up the financial scene for American taxpayers. Introduced back in December 2017 during President Donald Trump’s tenure,...