Deciding between taking a lump sum or monthly payments involves assessing a number of factors, including some that are ...

Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in ...

One lucky Crawford County resident got the tax season cash influx of a lifetime after winning $1 million on a Mega Millions ticket. The PA Lottery announced the lucky winner ...

Get all the latest news, views and opinions from Fidelity’s savings and investment experts on saving and investing for your ...

Commissions do not affect our editors' opinions or evaluations. An immediate annuity is an investment that turns your current retirement savings into future income payments. When you buy an ...

Commissions do not affect our editors' opinions or evaluations. A fixed annuity provides investors with guaranteed income payments, typically for retirement. With a fixed annuity contract ...

March 11, 2025 LIMRA's top 20 annuity sales list looks a little different for 2024. Equitable, Allianz move into top 5 in final LIMRA 2024 annuity sales list For the first time ever, total ...

An annuity, which is an insurance product, provides a steady income for retirement. Investors pay a lump sum to an insurer in exchange for regular payments, which can be lifelong or for a ...

Here are the trust fund basics you should know before setting one up. What is a trust fund? First, it's important to clarify that a trust and trust fund, while often used as interchangeable terms ...

That way, my annuity and state pension will pay out an ... the government-backed service Money Wise to guide you through the basics. You can get an hour's appointment once you reach the age ...

One possible solution gaining attention is setting up an annuity within your superannuation. But is this the right move for you? Let's take a closer look. The Grattan Institute argues that ...

An annuity offers a stream of cash flow and the safety that you won’t outlive your income during retirement. Annuities are a popular retirement strategy, and you can buy them from an insurance ...