by A&A Editorial Team | Jan 13, 2026 | A&A Editorial Team, Protection/Income, Wealth
Every day, more than 11,000 Americans turn 65 — the most significant wave of retirees in U.S. history. But instead of celebrating, many are hitting pause. Nearly one-third of Peak 65 consumers (ages 61-65) say they’re considering delaying retirement due to...
by A&A Editorial Team | Jan 7, 2026 | A&A Editorial Team, Accumulation & Retirement Income, Health, Protection/Income, Wealth
The “Silver Tsunami” is more than just a demographic shift; it’s a powerful wave of change poised to redefine retirement in America. With an estimated 20% of the U.S. population expected to be 65 or older by 2030, the Baby Boomer generation is entering its golden...
by A&A Editorial Team | Dec 30, 2025 | A&A Editorial Team, Life, Protection/Income, Wealth
In a financial world increasingly focused on longevity and reliable income, annuities have surged in popularity. LIMRA reports that annuity sales in the U.S. topped $119 billion in the second quarter of 2025, representing an 8% increase from the previous year....
by Drew Gurley | Dec 22, 2025 | Drew Gurley, Protection/Income, Wealth
Annuities are in the spotlight like never before. These products are continuing to reach historic sales highs, expected to exceed $450 billion by the end of 2025, according to LIMRA. That capped three consecutive years of record-breaking growth. Register to read...
by Joe Brandau | Dec 2, 2025 | Joe Brandau, Protection/Income, Wealth
For decades, the “4% rule” has been the shorthand for the conventional wisdom of retirement income planning: Withdraw 4% of your savings in the first year, then adjust for inflation each year after. However, new research is revealing what many in the financial...
by A&A Editorial Team | Oct 9, 2025 | A&A Editorial Team, Asset Management/Advisory, Regulatory, Wealth
The promise of a colossal wealth transfer from Baby Boomers to younger generations, dubbed the “Great Wealth Transfer,” has generated significant conversation. While the anticipated numbers are massive, often cited at $124 trillion by 2048, this headline figure on its...
