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fixed annuities


Diversifying with Market Caps

May 2023

The U.S. stock market struggled in 2022, with the S&P 500 index ending the year down 19.4%.1 The S&P 500, which includes stocks of large U.S. companies, is generally considered representative of the U.S. stock market as a whole, and... Read more

Keep an Eye Out for IRS-Related Scams

May 2023

The IRS warns that although scams are especially prevalent during tax season, they also take place throughout the year.1 As a result, it’s important to always be on the lookout for suspicious activity so that you don’t end up becoming... Read more

Social Security Offers Benefits from Birth Through Old Age

May 2023

The bulk of Social Security benefits go to retirees, but Social Security is much more than a retirement program. Most Americans are protected by the Old-Age, Survivors, and Disability Insurance (OASDI) program — the official name of Social Security —... Read more

Municipal Bonds: A Tax-Advantaged Way to Put Capital to Work

May 2023

Municipal bonds are issued by public entities such as state and local governments, health systems, universities, and school districts to help finance the building and maintenance of infrastructure projects such as roads, airports, water systems, and facilities. Despite the higher... Read more

Bear Market Emotions: Strategy vs. Reaction

May 2023

Market volatility is stressful for many investors, and 2022 offered plenty of stress tests. The bear market that began in early January sent stocks on a wild ride with far more downs than ups. The S&P 500 hit its low... Read more

HOT TOPIC: Rescuing America’s Safety Net

May 2023

A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great deal.1 A separate survey the same month found that more than 80% of... Read more

Are You Eligible for Any of These College-Related Federal Tax Benefits?

April 2023

College students and parents deserve all the help they can get when paying for college or repaying student loans. If you’re in this situation, here are three federal tax benefits that might help put a few more dollars back in... Read more

Time for a Spring Cleanup: Organizing Your Financial Records

April 2023

The arrival of spring is always a good time to dust off the cobwebs that have built up in your home during the winter. It's also a good time to clean out and organize your financial records so you can... Read more

Retiring in a Down Market? Don’t Panic

April 2023

Market volatility makes most investors nervous, but a big downturn can be especially disturbing to those who are approaching retirement or newly retired. If you’re in that position, it may help to keep these ideas in mind. Retirement Is Long... Read more

Trusts — Not Just for Estate Taxes

April 2023

In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts ($12.92 million in 2023, $25.84 million for a married couple). However, some states have... Read more

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