Are Annuities a Viable Retirement Solution?

A basket of golden eggs

As more Baby Boomers close in on their ultimate retirement date, the dilemma of how to offer them choices for cashing out their retirement accounts becomes a pressing issue. I’ve seen many employers design their plans to pay out a lump sum only – leaving the retiree to figure out how to structure their income… [Read More]

What Happens If You Live Too Long? Longevity Annuities Are the New Tool in Long-Term Planning

Annuities- coins

When my New York Mets were playing the Chicago Cubs for the National League pennant last month, I was reminded every day that the Cubs were predicted to win the World Series in 2015 according to Back to the Future. Coincidentally, I started my career 30 years ago by advising clients on how to pay… [Read More]