Tag: Retirement Income

A Profound Opportunity for Advisers

A new survey report notes that women control a third of total U.S. household financial assets today—more than $10 trillion—and as much as $30 trillion more is expected to shift into the hands of U.S. women over the next five years.

Insurance Executives on the Evolving Retirement Landscape

Leaders at CUNA Mutual Group and Allianz Life speak about the prospects for legislative and regulatory progress in 2022, especially when it comes to the broader distribution of annuity products to retirement plan investors.

The State of Social Security: Mixed Perspectives

Experts say the uneven economic impact of the COVID-19 pandemic in some ways minimized its likely long-term effects on Social Security reserves, but longstanding solvency problems remain.
Art by Daniel Shaffer

The Full View

The merits of pulling in participants’ external financial information.

Why Edward Jones Is Funding Alzheimer’s Research

The simple fact of the matter is that debilitating neurological diseases such as Alzheimer’s present a major financial and physical challenge to individuals, unpaid caregivers and their families.